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The Integration Portal is an internal ChaseData portal used to set up integrations between our platform and external entities, such as CRMs.

The integration is executed through requests (e.g., POST) sent to the ChaseData integration endpoint:
https://integrations.chasedatacorp.com/endpoint

An appropriate integration token, on a per-application basis (the external system). This token allows the ChaseData system figure out where and how to connect to the external system, and what to consider when mapping data. Tokens are automatically generated by the ChaseData system.

There are specific integration functions that can be set or configured for each of the supported external system, but almost all of them include Field Mapping. In those cases, the general guideline is as follows:

From field is the one being sent
To field is the one in the external system.

Another common component of those integrations that address external CRMs is the Update ChaseData option, which is used to pass and store the external CRM’s customer or lead ID in a corresponding field in the ChaseData system. This, of course requires that such field is previously defined in the ChaseData system (as a custom field).

The Update ChaseData option also enables the use/mapping of following fields in the ChaseData system:

CRM Host - This will be subdomain part of the FQDN (if the client FQDN is hive.chasedatacorp.com, then you would type hive)
CRM GroupID - the ChaseData client’s Group ID
CRM Campaign - the Campaign of the lead
CRM Subcampaign – (optional) to update the sub-campaign.

Conversely, the Update Lead option allows you to update the values of certain fields on the external CRM system. The fields are specific to each external CRM.

The Main Navigation area provides access to the different functions of the Integration Portal.

Dashboard

The Dashboard provides a snapshot of the level of activities and status of requests in the selected period of time (defaults to current date).

It consists of a set of tiles providing count key metrics, and a graph for the count of requests in the selected period of time.

The tiles include how many defined Workflows are available and active, how many external requests have been received, how many of those requests were successful, and how many of those requests failed. Next to those tiles a period selector (date or date range) is presented for you to configure.

For the graph, you can select whether to see total requests, those successful, and those failed. The graph will represent count per day for every day in the selected period of time.

Requests

The list of unmapped fields shows the date of the request, the integration token involved, and the fields in the request that had no corresponding Field Mapping definition. An Action option is provided, which sends you to the related Workflow.

The list of failed requests shows the date of the request, the integration token involved, and the identified error. An Action option is provided, which sends you to the related Workflow.

Workflow List

The Workflow List area is a collection of user-defined Workflows, one line per workflow that includes name, integration token, and optional description. You can set the Active Status from here, and it also provides options to Edit, Clone, and Remove.

To filter the list, enter a string in Search Workflow; only items that contain that string will be listed.

User Logs

The Logs area of the Integration Portal lists activities by users, one line at a time:

Client IP from where the activity took place
User ID (e-mail address) of the user
Type of activity logged, e.g., login, step update
User Agent, e.g., browser used
Additional Detail of that particular activity by the user
Date and Time when the activity took place
Associated token.

Each logged activity can be acted upon in two ways, by clicking on the appropriate Action icon:

Show additional details
Revert/undo that particular activity of the workflow, so the workflow no longer includes it.

Settings

Here, you can do the following:

Update your e-mail address
Optionally set an IP whitelist, so login is only possible from those IPs
Optionally select your automatic e-mail frequency to be applied to applicable features elsewhere in the tool
Reset your password.

Workflows

We start from the Workflow List, where you can add a new one, or select an existing one for viewing and/or editing.

Each Workflow is made of a Workflow Details section and a set Workflow Steps, as shown in the example below.

Next, we will look in more detail at each workflow component. Workflow Detail includes a common set of parameters for every workflow, while Workflow Steps vary depending on its type. In any case, Field Mapping is a common component of most Workflow Steps, so we will take a quick look at that first.

Field Mapping

One of the most common actions of Integration Workflows is to map the value of one field (source) to another field (destination).

When an API call or request (POST) is received by the Integration Portal, it may contain requests to map a field from the source of the request to a field on the destination system or entity; in other words, the value of Field-Source is applied to Field-Destination.

In order for the mapping to work, the mapping of Field-Source to Field-Destination must be defined in a corresponding Workflow Step. If a request is received with Field-Source, but no such mapping is defined, Field-Source is flagged as an Unmapped Field.

In some cases, if proper authentication has already been provided, the Integration Portal can display the possible fields that can be mapped.

Several of the step options allow using hard-coded values for field mapping, like in the example below.

Workflow Details

Includes basic parameters of a Workflow. Refer to the following picture.

Parameters:

Name	Name or label for your Workflow
Active	Toggle switch to make the workflow active or inactive
Schedule	Opens up a dialog to define a schedule for this workflow to be executed.
Token	Integration token that allows authorized execution of the Workflow. The token is automatically generated by the system upon initial Workflow creation.
Logging	Toggle switch to indicate whether this workflow's activity is to be logged.
Unmapped Logging	Indicates that any Unmapped Field should be captured and presented as such.
Workflow description	Text for you to summarize the purpose of the Workflow, its interfaces, and its overall logic.

The following example goes through steps to set up a Schedule instance (via Add/Remove).

Defining a Workflow by just saving Workflow Details does not result on anything when invoking it. For that you must add appropriate Workflow Steps.

Workflow Steps

For a Workflow to do anything, it must include one or more Workflow Steps. These steps are specific tasks or actions executed as part of the workflow's goal. Add one step at a time, as shown in the following example.

When adding a new Step, you are first presented with a list of currently available Step Types that you can use in your workflow, as shown in the following figure. You must select the one you need; we will introduce each of them next.

Notice that there are some cases where a system has multiple distinct ways to integrate, selecting that system pops up another set of sub-options, as illustrated in the following examples.

No matter what Step Type you add, the step will be assigned the same Token as the Workflow it belongs to.

This is the current list of possible Types:

Balto AI	Balto AI is a conversation analyzer, and the integration allows conversations to be analyzed and controlling when that happens.
Blacklist Alliance	Integration to Blacklist Alliance's Litigation Firewall for number scrubbing.
ChaseData CRM	ChaseData CRM refers to the ChaseData set of campaigns and leads, and this integration allows importing leads into campaigns, mapping the values of selected fields from other campaigns.
ChaseData DNC	Add or remove a number from internal ChaseData Do Not Call (DNC) list.
ChaseData Email	Allows sending emails using ChaseData email host; useful for alerts or notifications to focused teams or individuals.
ChaseData Lead Search	Provides a way to search for a Lead in the ChaseData system.
ChaseData SMS	Allows sending a short message (SMS) from an assigned DID.
Condition	Encapsulates other Workflow Steps that are only performed if the specified condition or conditions are met.
Condition branch	Encapsulates multiple Condition Workflow Steps (see previous) in sequence.
DNC Compliance	Scrubs numbers against DNC.com, or adds them to the EBR List.
Formatter	Modifies the value of selected fields in the Request.
Google Sheet	Modifies fields in a Google sheet based according to specified mapping information.
Hubspot	Allows integration requests to exchange information and/or redirect to contacts in Hubspot.
JobNimbus	Integration allows inserting information and mapping data.
LeadConduit	Allows inserting items into the LeadConduit system.
Less Annoying CRM	Allows integration requests to exchange information and/or redirect to contacts in Hub Less Annoying CRM spot.
MarketSharp Data Fetch	Allows pulling data from a MarketSharp CRM.
MRS	Allows inserting items into the Management Research Services (MRS) system.
Outbound Service	Generic integration for any relevant endpoint.
Postmark	Allows integration with email delivery system for automated emails.
Redirect to Page	Allows inserting a step that results in redirecting the user to any URL.
Salesforce Data Fetch	Allows integration requests to obtain information from Salesforce.
Salesforce Data Push	Allows integration requests to update information in Salesforce.
Salesforce Outbound Message	Allows complex integrations with Salesforce through their Outbound Message Service (WSDL).
Slack	-coming soon-
SMTP Service	Generic integration with an SMTP server for email delivery.
Sugar CRM	Allows integration requests to exchange information and/or redirect to contacts in Sugar CRM.
TCPA Guardian	-coming soon-
Twilio SMS	Allows sending SMS through Twilio.
Zendesk	Allows integration requests to exchange information and/or redirect to contacts in Zendesk CRM.
Zoho CRM	Allows integration requests to exchange information and/or redirect to contacts in Zoho CRM.
Zoho Desk	Allows integration requests to exchange information and/or redirect to contacts in Zoho Desk, including ticketing.
Wait Time	-coming soon-

Balto AI

Blacklist Alliance's Litigation Firewall provides scores on numbers representing levels of litigation risk.

The Workflow Steps for the Balto AI integration include authorization elements, as well as indicators as of whether the request is to start or stop the conversation analysis process for the current audio. Authorization could be on a per-request basis (provided with the request) or based on preset parameters (set at the workflow level, i.e., hardcoded).

As with other workflow steps, integration allows mapping fields between a Balto AI field or parameter (destination) and a DialedIn value (origin), whether hard-coded or a field reference.

Refer to your Balto AI setup for additional information; actions and mapping are specific to your own scenario and Balto AI implementation.

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Blacklist Alliance

The Blacklist Alliance is an organization that provides a compliance and risk management solution for leads used in marketing campaigns, in order to avoid TCPA Predators. This is done through their Litigation Firewall via an API.

This workflow step allows you to use your Blacklist Alliance API key and a phone number to check numbers against their TCPA plaintiff database. As with other workflow steps, integration allows mapping other fields, whether hard-coded or a field reference.

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ChaseData CRM

Integration with ChaseData CRM is usually to exchange and/or modify information related to leads/contacts and relate phone calls. This is usually highly tailored to a specific operation, hence varies greatly from implementation to implementation, but it is done at the Campaign level on every instance, and the leads/contacts associated with it.

Therefore, the Workflow Steps for ChaseData CRM integration include parameters to determine authentication and authorization to access the corresponding leads and campaigns.

The general concept of these integrations and operations details are documented in another article. Refer to the PHP Integration article in the Knowledge Base for more details:
Integrations - Power-Import PHP Script

Here, Campaign and sub-Campaign must be specified, which can be coming from the particular request, or preset (hardcoded) at the workflow level. If the option selecetd is 'hardcoded', then the hardcode value must also be included. Other parameters are dependent on the type of request, as described in the link above.

The mapping section defines any fields that you may want to map from request (or hardcoded) to the ChaseData CRM.

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ChaseData DNC

This integration allows adding or removing a number from the corresponding internal ChaseData Do Not Call (DNC) list. The token and phone number can be passed on the request, or hard-coded within the step definition.

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ChaseData Email

This integration workflow can be used to request an email to be sent from the ChaseData email host to an individual or small group. For example, an alert or notification. The email will generally show to be sent from noreply@chasedatacorp.com.

As usual, to be able to use this integration, an authorized application token must be used. The email destination and email subject are obtained by indicating the fields to be mapped, whether hard-coded or from a request field. The email can be copied (CC and/or BCC) to recipients specified in the request (by specifying the corresponding request fields or hard-coding them).

The message body can be an HTML construct, or WYSIWYG by clicking on the appropiate box, which adds formatting icons to the editing window. Certain variables, or fields, can be added to the message body by selecting them from the Fields drop down menu in order to insert the selected field in the current position of the message body.

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ChaseData Lead Search

This integration workflow can be used to search for lead/contact record in the ChaseData database. You need to specify what field to use for the search, which can be Phone, LeadId, or ClientId. The Campaign and Sub-Campaign can be specified to filter the search, which can be passed in the request or hard-coded here.

As usual, to be able to use this integration, an authorized application token must be used.

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ChaseData SMS

This integration options requests the ChaseData system to initiate an SMS (text) message from a valid DID number to the specified destination.

Both the source and destination need to be specified, either by providing a hard-coded value, or by indicating the field in the request that contains the value. In the case of source, it must be a valid, assigned and enabled DID number of the account (i.e., owned). The format of the number in both cases is 10 numeric digits (no spaces or any other characters).

The Agent associated with the message, and Lead (ID) associated with the destination of this message must also be specified, either hard-coded or by specifying the field in the request that contains the corresponding value. The text message (body) can also be hard-coded or obtained from the specified field in the integration request message.

Keep in mind that all SMS that are sent are tracked for proper billing.

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Condition

With a Condition Workflow Step you can group one or more two steps that are executed only if the condition evaluates to TRUE. This condition can test an element of the response from the previous workflow step, a field value, or the uniqueness of a value. Multiple conditions can be included using AND/OR operators.

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Condition branch

With a Condition Branch Workflow Step you can define a series of conditions that allow you to branch into a group of one or more steps for the condition that evaluates to TRUE. This condition can test an element of the response from the previous workflow step, a field value, or the uniqueness of a value. The Condition for each branch is defined using a Condition Step.

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DNC Compliance

Contact Center Compliance (DNC.com) is an organization that helps adhere to the latest Telephone Consumer Protection Act (TCPA) and Do Not Call List (DNC) regulations by using their DNC list scrubber. Using this API, you can scrub a number or add it to the EBR List (Established Business Relationships).

You need to provide the LoginId for your DNC.com account, as well as a phone number list, whether hard-coded or using field references.

When selecting to Add to EBR List, additional information is required, as depicted below.

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Formatter

This Worflow Step is used to re-format the value received from a previous step. It tries to match the specified field name to those received from the corresponding API request, and, where matches are found, applies the specified format to the value it contains.

As it can be seen in the following pictures, Action Type indicates the type of field that is expected, where each type provides different options on how to specify that.

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Google Sheet

The Google Sheet integration allows changing values in the specified Google Sheet, whether using the value of a field or just providing a hard-coded value. Setting up this Workflow Step triggers an authorization process with Google via the provided email address, which needs to happen before it can effectively be used; the status of the authorization attempt will be shown in the Step Detail part.

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Hubspot

The Hubspot workflow step performs integration with Hubspot for updating lead/contact information on either side (DialedIn and/or Hubspot) and/or redirect a user to a lead/contact in Hubspot, as well as perform field mappings in the process. There are multiple actions possible, per Hubspot integration guidelines, which can be combined in the same workflow step.

For this to work, you must provide your Hubspot API credentials and version.

Update ChaseData gets the lead/contact ID from Hubspot and copies it to a corresponding field in the ChaseData system through a pre-defined CRM Token.

Update Lead> updates a corresponding record in Hubspot, or create one if it doesn’t exist. You can specifify what field (and corresponding value) to request Hubspot to search for a record. Hubspot record is then updated or created with the values provided in the request, including any Field Mappings, which provide values for Hubspot, whether from a DialedIn field or hard-coded.

Redirect Lead/Contact is used to redirect the requesting user to the lead/contact within Hubspot, which is determined by the Search field type and value. In addition, one or more fields can be mapped, or passed along, using either a DialedIn field or hard-coded value.

Chrome Extension is used to open the lead/contact in a linked Chrome browser using a Chrome extension token, which can be passed in the request or hard-coded here.

As usual, Field Mapping can be used to include additional information in the request, whether by indicating a DialedIn lead/contact field or hard-coding the value. In addition, by enabling Insert CALL, mapping can be done from call record, and by enabling Insert NOTE, mapping can be done from Notes records.

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JobNimbus

This workflow step allows integration with the JobNimbus contractor management tool to insert a task and/or insert a note field to the lead/contact. Additional fields can be mapped, passing values either from fields or hard-coded.

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LeadConduit

This workflow step allows integration with the LeadConduit lead management system for marketing and lead qualification. Allows you to insert items specified in the Fields Mapping section, each of which can be mapped from a field, or hard-coded. The integration requires your specific LeadConduit integration point and knowledge of your LeadConduit implementation in order to know what can be mapped/passed along.

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Less Annoying CRM

The Less Annoying CRM workflow step performs integration with Less Annoying CRM for updating lead/contact information on either side (DialedIn and/or Less Annoying CRM) and/or redirect a user to a lead/contact in Less Annoying CRM, as well as perform field mappings in the process. There are multiple actions possible, per Hubspot integration guidelines, which can be combined in the same workflow step.

For this to work, you must provide your Less Annoying CRM API credentials and version.

Update ChaseData gets the lead/contact ID from Less Annoying CRM and copies it to a corresponding field in the ChaseData system through a pre-defined CRM Token.

Update Lead updates a corresponding record in Less Annoying CRM, or create one if it doesn’t exist. You can specifify what field (and corresponding value) to request Less Annoying CRM to search for a record. Less Annoying CRM record is then updated or created with the values provided in the request, including any Field Mappings, which provide values for Less Annoying CRM, whether from a DialedIn field or hard-coded.

Redirect Lead/Contact is used to redirect the requesting user to the lead/contact within Less Annoying CRM, which is determined by the Search field type and value. In addition, one or more fields can be mapped, or passed along, using either a DialedIn field or hard-coded value.

Chrome Extension is used to open the lead/contact in a linked Chrome browser using a Chrome extension token, which can be passed in the request or hard-coded here.

As usual, Field Mapping can be used to include additional information in the request, whether by indicating a DialedIn lead/contact field or hard-coding the value. In addition, by enabling Insert NOTE, mapping can be done from Notes record, by enabling Insert EVENT, mapping can be done from Call records, and by enabling Insert TASK, mapping can be done from relevant records.

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MarketSharp

This Workflow Step allows integration with the MarketSharp Home Improvement & Remodeling CRM system. Allows you to pull information from either MarketSharp Contacts or Leads into DialedIn, based on a pre-defined (not set here) mapping.

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MRS

This Workflow Step allows integration with an MRS system. Allows you to insert items specified in the Fields Mapping section, each of which can be mapped from a field, or hard-coded. The integration requires setting proper identification and authorization information for your MRS account.

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Outbound Service

The Outbound Service workflow step provides a generic integration point for any system that can use the available content types and methods, per the choices shown below, in order to pull or push data accordingly. Methods that can be used are GET, POST, PUT, and DELETE.

It allows using and specifying Form Data, JSON, XML, and SOAP, including custom headers, with the option to use static fields, as well, if static tokens are required for authorization with the integrating system. Mapping of data is also available, both from a field or hard-coded value.

Refer to https://developer.mozilla.org/en-US/docs/Web/HTTP/Headers/Content-Type for technical background.

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Postmark

The Postmark workflow step allows integration with the Postmark email delivery service for email sending automation. You must have obtain an appropriate Postmark token for verification and authorization.

The email destination and email subject are obtained by indicating the fields to be mapped, whether hard-coded or from a request field. The email can be copied (CC and/or BCC) to recipients specified in the request (by specifying the corresponding request fields or hard-coding them). Additional field mapping can also be added.

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Redirect to Page

This integration option performs a user redirection to any URL. It is very useful as a subsequent step to a previous action to perform non pre-defined integrations with external systems, by using a resulting value from a previous step to pinpoint the redirection (e.g., information about a lead of customer handled in a previous step).

The Redirect URL is free-form but must be a valid URL address. There are two ways to insert a variable (field) coming from a previous workflow step into the redirect URL. The first one is to select one from the Fields drop-down menu, which will be inserted in the current cursor position. The second one is to use ‘@’ at the desired cursor position, which will present the same list of Fields in order to select one. A list of fields is only presented if relevant ones are available from a previous workflow step.

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Salesforce Data Fetch

The Salesforce Data Fetch workflow step is used for integration with Salesforce for the purpose of pulling lead/contact records from Salesforce, per Salesforce integration guidelines. You can pull information for either Leads or Contacts, but also other type of records by selecting Custom as the type and providing the Salesforce type along with that.

For authentication, you must provide appropriate Salesforce as shown below, including API type to use.

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Salesforce Data Push

The Salesforce Data Push workflow step is used for integration with Salesforce for the purpose of Pushing lead/contact records to Salesforce, per Salesforce integration guidelines. You can update either Leads or Contacts, but also other type of records by selecting Custom as the type and providing the Salesforce type along with that.

For authentication, you must provide appropriate Salesforce as shown below, including API type to use.

Mapping of data is also available, both from a field or hard-coded value. Multiple actions can be performed, as shown further below, which can be combined in the same workflow step.

One of the additional actions can be to Update ChaseData, which updates the corresponding record in the DialedIn system. This requires a valid CRM token for the DialedIn system.

Another action can be to Update Lead, which updates the corresponding record in Salesforce; or create one if it doesn’t exist. You must provide a Salesforce search field and indicate the type of record to be searched.

Another possible action is to Redirect Lead/Contact, which redirects the user to the lead/contact in Salesforce. You must provide a Salesforce search field and indicate the type of record to be redirected to.

Finally, you can also request to open the lead/contact in a linked Chrome extension browser. A valid Chrome extension token is required for this.

On top of field-to-field mappings, there are speific options to insert tasks and events, as shown below.

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Salesforce Outbound Messages

The Salesforce Outbound Messages workflow step allows more complex integrations with Salesforce through the use of a Salesforce Web Service Description Language (WSDL) file. This type of inegration requires expert knowledge and should be discussed with DialedIn Support before proceeding.

References:
https://www.w3schools.com/xml/xml_wsdl.asp
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_steps_generate_wsdl.htm

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SMTP Service

Generic integration with an SMTP server for email delivery.

Field Mapping allows those items to be passed on the request instead of hardcoded.

Campaign options allow for them to be either specified by the particular request or preset at the workflow level (hardcoded).

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Sugar CRM

The Sugar CRM workflow step executes requests for integration with Sugar CRM for updating lead/contact information on either side and/or redirect a user to a lead/contact in Sugar CRM. It also, allows field mappings. Multiple actions are possible, which can be combined in the same workflow step.

A possible action is to get the lead/contact ID from Sugar CRM and copy it to the corresponding field in the ChaseData system (SugarcrmID).

Conversely, another possible action is to update the corresponding record in Sugar CRM; or create one if it doesn’t exist. The Sugar CRM record is updated or created with the values provided in the request.

Another possible action is to redirect the requesting user to the lead/contact in Sugar CRM, identified by the values provided in the request.

Another action that can be performed is to instruct opening the lead/contact in a linked Chrome browser via a Chrome extension token.

Like other Workflow Steps, Field Mapping is allowed, as well.

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Twilio SMS

The Twilio SMS Workflow Step allows sending SMS through Twilio. You can set the number from which the SMS is to be sent and the number to which the SMS is to be sent either through the request or just hardcoded in the Workflow Step.

Media URL allows you to send an MMS.

If Include Opt-Out is enabled, the message is added and option to Reply to Opt-out.

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Zendesk

The Zendesk workflow step executes requests for integration with Zendesk CRM for updating lead/contact information on either side and/or redirect a user to a lead/contact in Zendesk CRM. It also, allows field mappings. Multiple actions are possible, which can be combined in the same workflow step.

A possible action is to get the lead/contact ID from Zendesk CRM and copy it to the corresponding field in the ChaseData system.

Conversely, another possible action is to update the corresponding record in Zendesk CRM; or create one if it doesn’t exist. The Zendesk CRM record is updated or created with the values provided in the request.

Another possible action is to redirect the requesting user to the lead/contact in Less Annoying CRM, identified by the values provided in the request.

Like other Workflow Steps, Field Mapping is allowed, as well.

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Zoho CRM

The Zoho CRM workflow step executes requests for integration with Zoho CRM for updating lead/contact information on either side and/or redirect a user to a lead/contact in Zoho CRM. It also, allows field mappings. Multiple actions are possible, which can be combined in the same workflow step.

A possible action is to get the lead/contact ID from Zoho CRM and copy it to the corresponding field in the ChaseData system (ZohoID).

Conversely, another possible action is to update the corresponding record in Zoho CRM; or create one if it doesn’t exist. The Zoho CRM record is updated or created with the values provided in the request.

Another possible action is to redirect the requesting user to the lead/contact in Zoho CRM, identified by the values provided in the request.

Another action that can be performed is to instruct opening the lead/contact in a linked Chrome browser via a Chrome extension token.

Like other Workflow Steps, Field Mapping is allowed, as well.

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Zoho Desk

The Zoho Desk workflow step executes requests for integration with Zoho Desk for updating lead/contact information and/or redirect a user to a lead/contact in Zoho Desk. It also, allows field mappings. Multiple actions are possible, which can be combined in the same workflow step.

A possible action is to update the corresponding record in Zoho Desk; or create one if it doesn’t exist. The Zoho Desk record is updated or created with the values provided in the request.

Another possible action is to redirect the requesting user to the lead/contact in Zoho Desk, identified by the values provided in the request.

Like other Workflow Steps, Field Mapping is allowed, as well.

It is also possible to insert related a Ticket into Zoho Desk.

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