VoicePad Integration

VoicePad to CRM Integration Features

Written by Amanda | Jan 24, 2023 7:12:35 PM

 

 

CRMs Compatible with this Source: Sierra Interactive; Real Geeks; BoomTown; Follow Up Boss; and Firepoint


Features:

 

  • The following are the Source Options on the VoicePad to CRM integration:


    Please Note: The Like option is not currently functional on this integration.
  • The following fields map over into CRM from the information in VoicePad:

    Mapped Fields
    First Name *
    Last Name *
    Email Address *
    Phone Number
    Address

     

    *Note: The fields containing the * are Required fields*

  • Emails, phone numbers, and addresses associated with the lead will be added to the lead information in CRM.

  • Each time a lead interacts with a property, the property address will be added to the lead in CRM.

 

  • Each time an action is performed that triggers the integration, it will add a note to the lead that contains the information from VoicePad.
    Examples:




  • Under the Target Options> Conversation Tags, a tag can be added to the integration that will automatically be added to the lead when the integration executes:
  • Under Target Options> Custom Mappings, you can choose the Phone Type and Default Stage when for the lead:

 

 

 

 

Setup: VoicePad to CRM