Need help setting this up

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justin

11 Jan, 2019 01:43 PM

I want to set up radius bob so that my leads I generate on facebook through ads will be automatically put into the CRM.

I also need to set up the Click to call system because I have so many leads coming in I need to use an auto dialer.

I also need help setting up automated email responses for leads to receive when the lead is generated.

  1. Support Staff 1 Posted by Bond on 11 Jan, 2019 05:17 PM

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    Hello Justin,
    For the Facebook leads, do you have Sync2CRM or Zapier? We have an integration with Sync2CRM or we can help you in building a Zap for Zapier.

    For the other 2, I will email you instructions. Let me know when you've set up your caller ID and I can call you to help with the rest. If there's not a good time today, we can set up time to go through these steps.

    For reference, here's the info on Automated Workflows. https://radius.tenderapp.com/kb/video-tutorials/how-to-video-build-...

  2. 2 Posted by Justin vom Eige... on 11 Jan, 2019 07:29 PM

    Justin vom Eigen's Avatar

    I use integromat for the facebook lead integration

  3. 3 Posted by Justin vom Eige... on 11 Jan, 2019 07:30 PM

    Justin vom Eigen's Avatar

    I don't know how to set up my call system through you guys either, can you
    please call me I have a ton of leads

  4. Support Staff 4 Posted by Bond on 11 Jan, 2019 07:48 PM

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    Assigning Clu to review the Integromat vendor.

    I emailed you the instructions on how to set up the dialer since I can't be on the phone with you when you're validating your phone number for the Caller ID. If you can take a look at that, I will call you in about an hour and a half.

  5. Support Staff 5 Posted by Connors on 11 Jan, 2019 07:57 PM

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    Quick look (really quick) at Intergromat, you'll need to do a FB > HTTP Post. But we are not too familiar with it but it looks like Zapier.

  6. Support Staff 6 Posted by Connors on 14 Jan, 2019 07:36 PM

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    Unfortunately this is the first and only ask for Integromat Integration so we would need to see more request come in from subscribers to explore the integration opporotunity...

    Here is what you can already do with Zapier:
    1) Select Facebook to Webhook Zap Option
    2) Connect Your Facebook Account by following the Instructions
    3) Follow these steps in the images attached
    4) Create > Post
    5) URL = https://justinsurance.radiusbob.com/leads/import
    6) Map Fields - Facebook Name > Radius Name
    7) Complete rest of Process

  7. 7 Posted by Justin on 17 Jan, 2019 01:42 AM

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    If I paid a certain amount of money would you guys look into the integration?

  8. 8 Posted by Justin vom Eige... on 17 Jan, 2019 02:29 AM

    Justin vom Eigen's Avatar

    So I figured out how to get the http hook through integromat. The only
    problem is I can’t figure out how to assign the lead to me to initiate the
    workflow. Since it’s a drop down menu and not a text fill-in, it doesn’t
    register it when I add it to the http integration. Also, I went to add a
    custom data field however custom data fields are not part of workflow. I
    can’t choose to send the workflow email responses to any lead, the last
    options show they must be assigned to an agent to be initiated.

    Any advice? Can someone call me please?

  9. Support Staff 9 Posted by Connors on 17 Jan, 2019 01:33 PM

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    Automated Workflows can 'Assign' Lead to an Agent. See Attached.

    Just us that as the 'First' Action in your workflow then the rest should flow (pun intended) as well.

  10. Connors closed this discussion on 17 Jan, 2019 01:33 PM.

  11. Justin vom Eigen re-opened this discussion on 17 Jan, 2019 05:52 PM

  12. 10 Posted by Justin vom Eige... on 17 Jan, 2019 05:52 PM

    Justin vom Eigen's Avatar

    Ok, is there any way to assign a coverage type through HTTP web hook?

  13. Support Staff 11 Posted by Bond on 17 Jan, 2019 09:06 PM

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    Per our call, add your question from Integromat.

  14. Connors closed this discussion on 22 Jan, 2019 04:39 PM.

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