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BatchDialer Integration

Batch Dialer, BatchDialer

Written by Anthony Estrada

Step 1: Create a New Zap

Log into your Zapier account and click:

Create Zap

Step 2: Select BatchDialer as the Trigger App

Search for:

BatchDialer

Select it as the Trigger App.

Step 3: Choose the Trigger Event

Under Trigger Event, select:

New Lead Created

Then click:

Continue

Step 4: Connect Your BatchDialer Account

Zapier will ask for your BatchDialer API Key.

How to Get Your BatchDialer API Key

Inside BatchDialer:

  1. Go to:

Settings β†’ Integrations
  1. Locate:

Zapier
  1. Click:

Manage Sync
  1. Generate your API Key

  2. Copy the API Key

  3. Paste it into Zapier

Once connected:

  • Click:

Yes, Continue

Step 5: Configure Call Results in BatchDialer

Inside BatchDialer:

  1. Go to:

Phone System β†’ Call Results

Default Trigger Option

BatchDialer already includes:

Successful Sale

You may use this existing call result as your Zap trigger.

Recommended Setup: Create a Custom Call Result

You can also create a dedicated call result specifically for REsimpli.

Example:

Push Lead to REsimpli

Step 6: Create a New Call Result

Click:

New Call Result

Fill out:

  • Call Result Name

  • Number Group

  • Associated Campaigns

Step 7: Enable Required Settings

Inside the Call Result settings, make sure to enable:

Mark as Lead

AND

Send to Email

Step 8: Add Your REsimpli API Token

Inside the Send to Email field, paste your REsimpli API Token.

How to Get Your REsimpli API Token

Inside REsimpli:

  1. Click your profile dropdown

  2. Go to:

API Token
  1. Generate a token

  2. Copy the token

  3. Paste it into BatchDialer

Important

You can also optionally include:

  • Your own email address

  • Additional notification emails

Step 9: Save the Call Result

Once all settings are configured:

  • Click:

Save

Step 10: Generate a Test Lead

Inside BatchDialer:

  1. Open an agent account

  2. Select a contact

  3. Apply the call result you created

Example:

Push Lead to REsimpli

OR

Successful Sale

Step 11: Test the Trigger in Zapier

Back in Zapier:
Click:

Test Trigger

Zapier should now pull the contact information from BatchDialer.

Step 12: Add REsimpli as the Action App

Search for:

REsimpli

Select it as the Action App.

Step 13: Select the Action Event

Choose:

Create Lead

Then click:

Continue

Step 14: Connect Your REsimpli Account

Connect your REsimpli account using your API Token.

Step 15: Map BatchDialer Fields to REsimpli

Now map the incoming BatchDialer data into REsimpli lead fields.

Recommended Mapping

REsimpli Field

BatchDialer Field

First Name

First Name

Last Name

Last Name

Phone Number

Phone

Email

Email

Property Address

Property Address

Lead Source

Campaign Source

Notes

Call Notes

Lead Status

Desired Lead Status

Market

Desired Market

Important Tip

For First & Last Name:

  • Add a space between them

Example:

First Name + " " + Last Name

Step 16: Configure Additional Lead Settings

You may also configure:

  • Hot Lead Tags

  • Campaign Assignment

  • Notes/Comments

  • Lead Status

  • Market Assignment

Step 17: Test the Action

Click:

Test & Continue

Verify:

  • Lead appears inside REsimpli

  • All mapped information transferred correctly

Step 18: Publish the Zap

Once successful:

  • Publish the Zap

  • Turn it ON

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