CallerReady Integration Events Descriptions
Overview
Real-time Events allow clients to assign action(s) upon a certain event occurring in the CallerReady workflow system. The action is configured as an integration event. Examples of integration events include:
- Move a lead to a different location – e.g., do not call, bad number, awarded buyer. etc.
- Send an email/SMS
- Fire a pixel
- Export/post data
- Update data in the lead record
If multiple integration events are required during one event, a ‘Stack’, short for ‘stacked integration’, can be created by combining multiple events. By default the events in an integration stack occur synchronously in order from top to bottom in the Stack.
The integrations themselves are created in: Global Options->Integration Manager
Integration Events
CallerReady allows you to create events specific to each Location/Campaign. These settings are found in:
Location Options->Integration Events
Event | Setting |
WCT Success (Form to Phone) Upon successful 2-party conference initiated with lead form data |
Assign Integration |
WCT Success (Inbound) Upon successful 2-party conference initiated by an inbound phone call. |
TAssign Integration |
WCT Fail (Form to Phone) Upon an unsuccessful 2-party conference started with lead form data |
Assign Integration |
Integration Events (continued)
Location Options->Integration Events
WCT Fail (Inbound) Upon an unsuccessful 2-party conference intiated by an inbound phone call |
Assign Integration |
Data Lead Upon receiving an API post with SubmitType=DATA |
Assign Integration |
Widget Timeout Upon no action by Prospect after X amount of minutes triggered by an API post with SubmitType=SBMT |
Assign Integration |
WCT Status Upon successful 2-party conferences evaluates whether conference has lasted at least X seconds, event evaluation occurs asynchronously at up to 1-minute delay after X-seconds of conference time occurs |
Assign Integration and set number of seconds after which the integration will be triggered |
Call is Completed Upon Auto Predictive Guaranteed Lead Responder reaching the maximum call attempts to the Lead |
Assign Integration |
Conference is Completed Upon completion of 2-party conferences |
Assign Integration |
Call is Scheduled Upon Call Schedule creation with SubmitType=SCHD |
Assign Integration |
Lead Match Export A call or lead post matches a phone number or email address of an existing lead that was created within the Match look-back period. Occurs in the location where triggering inbound call/API post originates |
Assign Integration |
Rep Award Upon Rep or Buyer Assignment – occurs as soon as the Rep/Buyer leg verifies presence and is assigned the lead/call |
Assign Integration |
For assistance call 877-394-3621 email support@CallerReady.com Create a Support Ticket
Integration Events (continued)
Location Options->Integration Events
Invalid Phone Upon Prospect/Lead Phone Invalid |
Assign Integration |
Lead Dial Fail Unable to reach lead – no ring, special information tone |
Assign Integration |
Lead Dial Busy Unable to reach lead – phone busy |
Assign Integration |
Lead Dial No Answer Unable to reach lead – no answer |
Assign Integration |
Lead Dial Complete Lead Dial Complete using Lead->Dial mode instead of standard Lead->Conference mode |
Assign Integration |
On Location Open (SubmitType=TALK) Lead is posted into this location with SubmitType=TALK when the location is open, i.e. during Office Hours. |
Assign Integration |
On Location Closed (SubmitType=TALK) Lead is posted into this location with SubmitType=TALK when the location is closed, i.e. outside of Office Hour windows. |
Assign Integration |
Google Calendar Event Scheduled Google Calendar Event Scheduled through the Google calendar integration modal |
Assign Integration |
No Buyer/Rep – Lead First For use with Lead Call Sweepers, occurs when a lead verifies but cannot be routed within Call Routing because no Reps/Buyers available to receive the call |
Assign Integration |
Order Manager
Events can be placed on two different types of orders. When a call reaches a specified call length or an order limit is met. These settings are found in:
Call Order Export: Location Options->Order Manager – Call
Data Order Export: Location Options->Order Manager – Data
Order Manager – Call
Event | Setting |
Export Success – Real-time evaluation determines the conference has achieved the Billable Qualification time on the order | Assign Integration |
Export Failure – Real-time evaluation determines the conference has failed to achieve the Billable Qualification time on the order |
Assign Integration |
Order Manager – Data
Event | Setting |
Export – export to perform on lead delivery | Assign Integration |
Export String Success – defines the sub-string in the buyer’s system to look for | Substring from the Buyer’s system indicatingsuccess or failure, e.g. ‘Success’ |
Email Notify – email address for notification | Enter email address for notification |
Inbound Phone Manager
Events can be placed on inbound phones. For example: update lead data, send an email or SMS when a call is received on a provisioned trackable phone number. These setting are found in:
Location Options->Inbound Phones->Basic (tab)
Event | Setting |
Export – select the export to occur every time a telephone number is called | Assign Integration |
Interactive Voice Response (IVR)
When building an IVR, an export can be assigned when the IVR is invoked. This setting is found in: Global Options->IVR Manager IVR’s can be placed on telephone numbers initiated when the number is dialed, used in Lead Form Data-to-Call Automation on both the lead and rep/buyer legs, in Overflow IVR and in Afterhours IVR
Event | Setting |
IVR Export – select the export to occur every time an IVR is initiated | Assign Integration |
Keypress Export – select the export to occur every time a specific key is pressed | Assign Integration |
Timeout Export – select the export to occur every time an IVR timeout occurs | Assign Integration |
Permission Call End
Additional exports can be configured on phone number permissions.
Export settings can be found here: Global Options->Permission Export
Duration settings can be set on Inbound Phone Manager and within Orders-Call
Event | Setting |
Call End Export – occurs on single or 2-party call end | Assign Integration |
Call Length Success Export – occurs based on permission configured 1- or 2-party call duration setting | Assign Integration |
Call Length Failure Export – occurs based on permission configured 1- or 2-party call duration setting | Assign Integration |
Call Conference Length Success Export occurs based on permission configured 2-party conference call duration setting | Assign Integration |
Call Conference Length Failure Export occurs based on permission configured 2-party conference call duration setting | Assign Integration |
Billable Success Export – occurs when a call triggers a Billable event on a Buyer’s Order | Assign Integration |
Billable Failure Export – occurs when a call triggers a Non-Billable event on a Buyer’s Order | Assign Integration |
Location and Lead Call Sweepers
Location Sweep Settings are used to automate actions on leads in a single location. Generally this is used for a one-time action on lead (e.g. move, call, SMS)
Settings can be found here: Global Options->CRM Location (2nd tab)
Lead Call Sweeper Settings are used to automate calls on leads in a single location. This is useful in automating lead-first or rep-first calling.
Settings can be found here: Global Options->CRM Location (4th tab)