Here we will discuss how to add adaptors. Adaptors act as a translator between the TalkPro software and an external piece of software.

From the Dashboard, click on Apps and select Adaptors from the drop down.

In the Show Adaptors section, click on Add Adaptor button.

Adaptor Generals

• Name – Drip name is used for reference only and can be modified
• Active – This will activate / deactivate lead drip

Lead Fields - These part consists of lead information values

• Label – This is the leads information or value
• Field– This is the name of the field
• Mapped to – This is the name of the field provided by 3^rd party software or vendor
• Default Value if not empty – This is the default information or value that will be forwarded to 3^rd party software or vendor.

 Note: For Fields with date, you have the option to set the date format by clicking "set date format" link.

Select the date format that you would like to use from the drop down option.

Call Logs Info - These fields consists of data within the call log report

• Label – This is the leads information or value
• Field – This is the name of the field
• Mapped to – This is the name of the field provided by 3^rd party software or vendor
• Default Value if not empty – This is the default information or value that will be forwarded to 3^rd party software or vendor.

Fields in Call Logs Info are usually being utilized by other features in the system.

An example of this is the Caller ID Displayed and Inbound Number field which is being utilized by API Plugin. For more information about API Plugin, see this link How To Add API Plugin

Extra Fields

• Label – This is the leads information or value
• Field – This is the name of the field
• Mapped to – This is the name of the field provided by 3^rd party software or vendor
• Default Value if not empty – This is the default information or value that will be forwarded to 3^rd party software or vendor.

Click on Save Adaptor

 

Generated Data 

After you edit the adaptor settings and map to the 3^rd party software or vendors field, a string will be generated that the 3^rd party software or vendor can use.