Before You Start A schedule contacts leads on your behalf. Before creating one, decide three things: How leads enter the schedule. Usually via a we...
SchedulesWhat the Integration Does When a visitor submits an Instapage form, Instapage sends the form data to TrackDrive via webhook. TrackDrive creates a L...
SchedulesAPI Endpoint Leads are submitted with a POST to /api/v1/leads (also accepts PUT). The request accepts: a lead_token that identifies the destination...
SchedulesWhen to Use CSV Import CSV import is the right tool for a static list of leads to contact in a batch: a purchased list, a CRM export, or a previous...
SchedulesWhat an Action Is An action is one step in a schedule. Each action has a type that determines what it does when a lead reaches that step. Action Ty...
SchedulesWhat a Scheduled Callback Is A scheduled callback is a lead configured to be dialed at a specific future time. The system records the intended time...
SchedulesWhat a Schedule Is A Schedule is an automated workflow that operates on leads. Schedules are the engine behind outbound nurture sequences, schedule...
SchedulesUpdating Lead Data From a Schedule Lead data mutation from within a schedule is performed by the Lead Alteration action. The action carries one or ...
Schedules
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