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Keap Campaign Triggers to turboDial

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  • >> Ringless Voice Mail (Optional Add-On)
    • Overview
    • How to Send a Ringless Voice Mail
    • Ringless Voice Mail Note Records & Reports
    • Intended Purpose & Volume Limits
    • Notification of Failures
    • Sending to non-North American Numbers
  • Hot Lead Calls (Optional add-on)
  • Hot Lead Alerts (Optional add-on)
    • Send Hot Lead Alerts by Department
  • >> Automation Utilities
    • Troubleshooting HTTP POSTs
    • Automating an Opportunity Stage Move
    • Automatically set an Opportunity Next Action Date
    • Automatically Defer or Complete Tasks
    • Automatically Set a Date Field
    • Add/Remove Contact from Saved Search in turboDial
    • Set Contact Owner to Most Recent Call Note Owner
    • Store a Value in Most Recent Outbound Call Note
    • Copy a Call Note Field Value into a Contact Field
    • “Do Not Call” Utility
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  5. Add/Remove Contact from Saved Search in turboDial

Add/Remove Contact from Saved Search in turboDial

When you load a Saved Search in turboDial a copy of the list is obtained from Keap and saved in turboDial.

The List Auto-Sync utility can be useful for changing the turboDial copy of the list when it is changed in Keap.

See the List Auto-Sync guide document.

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← Automatically Set a Date FieldSet Contact Owner to Most Recent Call Note Owner →
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