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