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:
Go to:
Settings β Integrations
Locate:
Zapier
Click:
Manage Sync
Generate your API Key
Copy the API Key
Paste it into Zapier
Once connected:
Click:
Yes, Continue
Step 5: Configure Call Results in BatchDialer
Inside BatchDialer:
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:
Click your profile dropdown
Go to:
API Token
Generate a token
Copy the token
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:
Open an agent account
Select a contact
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 |
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
