Campaign Integration Triggers

Campaign Integration Triggers allow you to automatically connect your campaigns with external systems like CRM platforms and HR management tools. This enables automatic lead processing and contact synchronization.

What are Integration Triggers?

Integration Triggers are automated connections between your campaigns and external systems. When properly configured, they can:

• Automatically pull contacts from external systems based on your criteria
• Trigger campaigns when new matching contacts are added to the external system
• Keep campaign data synchronized between systems

Available Integration Types

Different integrations support different trigger capabilities:

• Zvoove: Connect with HR recruitment campaigns and candidate data
• CRM Systems: Sync with sales leads and customer data
• Other Platforms: Additional integrations may be available based on your subscription

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Setting Up Integration Triggers

Prerequisites

Before setting up integration triggers, ensure you have:

• Connected the desired integration in the Integrations section
• Proper permissions in the external system
• Active campaigns or data sources in the external system

Configuration Steps

1. Open Campaign: Navigate to your campaign and open its details page
2. Find Integration Tab: Look for tabs named after your connected integrations (e.g., "Zvoove Trigger")
3. Enable Integration: Turn on the integration toggle switch
4. Configure Settings: Set up the following options:

General Description

Describe what types of contacts or leads fit this campaign. This helps the system understand which data to sync. Examples:

• "Focus on automotive industry leads with budget over $50,000"
• "Senior management candidates with 10+ years experience"
• "New prospects from trade show events"

Attach References

Select specific data sources from your connected system:

• Browse available references (campaigns, lists, segments)
• Select multiple references that match your campaign goals
• The system will automatically sync contacts from these sources

Push Call Results Back

Enable automatic sending of call outcomes back to your integrated system:

• When enabled: Call results and outcomes are automatically sent back to the integration after each contact is called
• When disabled: Call results remain only in your campaign (default behavior)
• This feature helps keep your external system updated with the latest call outcomes and contact status

Save Configuration

After configuring your settings:

1. Click Save to apply the integration settings
2. The system will begin synchronizing data based on your configuration
3. New contacts matching your criteria will be automatically added to the campaign

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How Integration Triggers Work

Automatic Synchronization

Once configured, integration triggers work automatically:

• Regular Sync: The system checks for new data at regular intervals
• Real-time Updates: Some integrations support immediate updates when new data is available
• Filtering: Only contacts matching your description and selected references are imported
• Deduplication: The system prevents duplicate contacts from being added

Contact Processing

When new contacts are found:

1. Validation: Phone numbers are validated and formatted correctly
2. Filtering: Contacts are checked against your campaign criteria
3. Import: Valid contacts are added to your campaign
4. Notification: You may receive notifications about new contacts added

Call Results Push-Back

When push-back is enabled for your campaign integration:

1. Automatic Sending: After each call is completed, the results are automatically sent to your integrated system
2. Complete Data: Call outcomes, transcripts, question results, and contact status are included
3. Real-time Updates: Your external system receives updates immediately after calls finish
4. Workflow Integration: The pushed data can trigger additional workflows in your external system

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Best Practices

Configuration Tips

• Be Specific: Use detailed descriptions to ensure only relevant contacts are imported
• Start Small: Test with a limited number of references before expanding
• Monitor Results: Regularly check import results and adjust settings if needed
• Push-Back Setup: Test push-back functionality with a small campaign first to ensure your external system handles the incoming data correctly
• Integration Limits: Only one integration can be enabled per campaign with push-back functionality

Data Quality

• Phone Numbers: Ensure external systems have properly formatted phone numbers
• Required Fields: Make sure essential contact information is available in the external system
• Regular Cleanup: Periodically review and clean up contact data in both systems

Security Considerations

• Permissions: Only grant necessary permissions to integration accounts
• Data Privacy: Ensure compliance with data protection regulations
• Regular Reviews: Periodically review integration settings and access

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Monitoring and Troubleshooting

Checking Integration Status

To monitor your integration triggers:

1. Go to the Integrations section to check connection status
2. View campaign details to see recent sync activity
3. Check contact import logs for any errors or issues

Common Issues

No Contacts Being Imported

• Verify the integration connection is active
• Check that your filter criteria aren't too restrictive
• Ensure the external system has data matching your criteria

Import Errors

• Check phone number formats in the external system
• Verify required fields are populated
• Review error logs for specific issues

Duplicate Contacts

• The system automatically prevents duplicates based on phone numbers
• Check if contacts have different phone number formats causing duplicates

Push-Back Not Working

• Verify that push-back is enabled in your campaign integration settings
• Check that your external system is configured to receive push-back data
• Only one integration per campaign can have push-back enabled
• Review integration logs for any errors or connection issues

Getting Help

If you encounter issues:

1. Check the integration status and error logs
2. Review your filter criteria and selected references
3. Contact your system administrator
4. Reach out to support for technical assistance

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For more information about specific integrations, see the Integrations section.