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.comCreate 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)