Here we will discuss how to forward leads information to a 3rd party software or CRM. We can do this by utilizing the workflow feature. Workflow is a feature that will automatically do an action to a lead if it will match all the conditions we set. This is commonly use to sync leads information between our system and other systems.
Create an Adaptor to match the fields of TalkPro to the 3rd Party Application
See FAQ How to Add Adaptors
Make sure Queue ID and Queue Name are matched on their correct fields
Create an OMNI Share Post Request for the Integration of TalkPro to the 3rd Party Application
From the Dashboard, click on CRM and select Workflow Automation from the drop down.
In Show Workflow Automation Section, click the Add New Workflow
- Type the name of the Workflow in Name field,
- Type the description of the workflow in Description field
- Select Yes in the drop down of Active
- Relation - select Queue
- Hunt Stop
- Select the Queue you want to trigger this workflow.
Click on Apply Changes
Scroll down to Trigger Events and click on Add Event button.
Add Event Window will appear, you need to click on Event Type Drop down and select the Event Type you need to add.
Here are the Event types you can add; (All events need to be matched in order for the trigger to be activated)
- Term Reason
- Date Time
- Call Type
- Lead Action
- Time Delay
- Time Zone
- Call Count
Disposition or Redisposition
Scroll down to Trigger Actions and click on Add Action button
Add Action Window will appear,
- Action Type - select the Integration
- Active - select Yes
- OMNI Share - Select the OMNI Share we created earliers
Click on Save