In this article we discuss how to set up the inbound integration for Calltools V1.
Using Version 2 of Calltools? Please check out our V2 Article here: Setting Up Inbound Calltools V2 Integration (Business Plan)
Information Needed:
REISift Login
Calltools Login
NOTE: Videos were recorded prior to our PHONE STATUS release.
Documentation has been updated to reflect using PHONE STATUS for Correct Number, Wrong Number, and DNC.
Generate new calltols API KEY
a. Settings →Integrations→Calltools
Create a Calltools connector
a. Go to connectors CRM > Settings > Connectors > Add Connector
b. Fill in the form
i. INTEGRATION - Generic
ii. TYPE → POST
iii. CONTENT TYPE → JSON
v. AUTHORIZATION HEADER→ Api-Key REISIFT_CALLTOOLS_API_KEY
vii. BUTTON TEXT → Text of your choice
viii. STRIP COUNTRY CODES FROM PHONE NUMBERS → Leave unmarked
c. Create the fields
To create the connector fields we have to use the Parse JSON button. The following JSON is used to create the connector fields:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"assigned_to": "REIsift user email",
"phone_type": <MOBILE, UNKNOWN, LANDLINE, VOIP>,
"phone_status": <UNKNOWN, CORRECT, CORRECT_DNC, WRONG,
WRONG_DNC, DEAD, NO_ANSWER, DNC>
"phone_tag": <Any text>,
"notes": <Any text>,
"status": <lead, sold, not_interested, opt_out, listed, follow_up, prospecting,
buyer, under_contract>
}
city, street, state, county, postal_code and phone, must not be changed.
phone_type, phone_tag, and status can be set to the desired value or removed if they are not going to be used. Don't forget to embrace the values with quotes. E.g "status", "MOBILE", etc.
The connectors below show using PHONE STATUS instead of Phone Tags.
The Connectors that need to be made are:
REISift Lead:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "CORRECT",
"status": "lead",
"notes": "{note}"
}
REISift Follow up:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "CORRECT",
"status": "follow_up",
"notes": "Example: Don't want to be called on weekends"
}
REISift Buyer:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "CORRECT",
"status": "buyer",
"notes": "Example: Don't want to be called on weekends"
}
REISift Listed:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "CORRECT",
"status": "listed",
"notes": "Example: Don't want to be called on weekends"
}
REISift Sold:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "CORRECT",
"status": "sold",
"notes": "Example: Don't want to be called on weekends"
}
REISift Wrong Number:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "WRONG"
}
Not Interested:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "CORRECT",
"status": "not_interested",
"notes": "Example: Not interested in selling"
}
DNC Wrong Number (Phone Status: To be used when the Owner of Property is Unknown -- Updates Phone Status only to "DNC")
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "WRONG_DNC"
}
DNC Correct Number (Property Status: To be used when the Property Owner is correct but wants to be DNC'd -- Property Status changed to DNC and Phone Status changed to "Correct Number")
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_status": "CORRECT_DNC",
"status": "dnc",
"notes": "Don't want to be called anymore"
}
PS.: Notice that the last property on the JSON, must NOT have a comma after it.
d. Activate connector
i. Go to connectors CRM > Settings > Connectors
ii. Find the connector and click on the empty checkbox
Before Activating:
After Activating:
Video How to for Connector Setup:
How the Connectors work after setup:
NOTE: As mentioned above, documentation was updated to include using PHONE STATUS versus Phone tags. If you would like to use phone tags you can do so by including "phone_tag": "<Any text>", in the JSON for each connector.
Below is an example of the REISift Lead connector using PHONE TAG instead of PHONE STATUS for correct number.
REISift Lead:
{
"city": "{city}",
"street": "{address}",
"state": "{state}",
"county": "{county}",
"postal_code": "{zip_code}",
"phone": "{phone_number}",
"phone_tag": "Correct Number",
"status": "lead",
"notes": "{note}"
}
Related Trainings
How to Set Up Outbound Calltools V1 Integration