Calendly action did not trigger lead creation in aNinja

Calendly action did not trigger lead creation in aNinja?

 

Basically, any activity in your Calendly Calendar (like booking a demo with a lead), must trigger the creation of a lead into your aNinja account.

Calendly action did not trigger the creation of a lead

When you installed Calendly to use it as your calendar in your aNinja, the system has set a trigger that allows creating a lead in aNinja, after any action with leads in Calendly.

If Calendly‘s action did not trigger lead creation in aNinja, that means that there is an issue with the communication between the 2 applications.

Let’s get to know how API work in this case. API is a set of functions that allows 2 applications to interact with each other. Even more, to exchange data. In our case, the applications are Calendly and aNinja.

Each application has its own private API key. For the integration to work, Calendly shares its API key with you. You then save it in your aNinja account.

So, if Calendly has changed its API key, then you should update it in your aNinja account for the integration to still work.

Need help with this? Just reach us at support@aninja.com. We will happily assist you!

Merging leads

When you create or import new leads into your aNinja account, if they already exist in the system based on the email or phone number, they will be detected as duplicates by our duplicate search.

However, you may want to merge those duplicates into one lead file to avoid bloating your system. Merging leads could be also a good solution to avoid contacting the same lead several times.

Please note that when you merge leads, you can no longer retrieve the merged lead.

Merging Leads

You can access the merging feature from 2 different places in aNinja: From the lead view, and from Settings.

  • Lead view:
    • When on the lead view, scroll down to the end of the page and click on merge.
    • Then, choose a destination lead to merge this lead into. Immediately, this lead will be deleted after the system merged into the destination lead.
  • On the left sidebar > Settings > Data clean-up
    • Then, choose the method you want to use for your search to merge through (by email / by phone).Merging leads
    • Locate the leads you want to merge.
    • Lastly, click on the ID of the lead you want to merge. The system deletes this lead after it merged it into the lead you want to keep.

What are the fields that get merged?

What’s merged and appended into the lead file you’re keeping includes:
– Contacts
– Opportunities
– Emails
– Tasks
– Address
– Texts
– Calls
– Notes
– Triggers
– Chat conversations
– Workflows
– Custom fields

Note! All the email or text sequences of leads that are being merged are stopped. Therefore, only the sequences for the remaining lead stay active.

Creating a lead manually

Creating leads manually in the lead form sounds like a good way to add a lead whenever you meet someone that might be interested in your products.

Creating a lead manually

  • Login to your aNinja account
  • On the top right, click +Add Lead

creating leads manually

  • Here, add the info you have on the lead and click on Add lead
  • The system redirects you to the lead view. You can start immediately communicating with your lead by sending him emails, texts, and sequences.

 

Bulk text sequence not reaching all leads

Bull Text Sequence not reaching all leads

When launching a bulk text sequence to your leads, the system uses the contact phone numbers that were created or imported upon the creation of the lead.

It is important to fill in the right info so your bulk sends properly and reaches all the leads.

During the mapping when importing a CSV file, use this aNinja field:

contact_phone1 –> to be mapped to the phone number

Note: Make sure the primary phone number saved to your lead contact is a mobile number. The system can’t identify the landline from the mobile numbers, and the leads will not receive your messages.

 

aNinja Centralized Inbox

The aNinja Inbox is a centralized view of all your incoming communication emails, texts, voicemails, missed calls, open tasks, and the chatbot conversations too.

Accessing the Inbox

On the left sidebar, click on Inbox icon.New Centralized Inbox

Inbox activities

You should be able to work exclusively from your aNinja Inbox.

From your Inbox items, you can:

Dynamic Inbox

The Inbox badge in the sidebar dynamically updates to show you how many Inbox items are available.

Concluded Tasks

  • Ultimately, all items of the aNinja centralized inbox should be completed on daily basis. However, if that was not possible, you can report them to the next day. Just toggle all the remaining items of the inbox and click on future in the toolbar.
  • The Inbox badge in the sidebar will show a green checkmark when all your Inbox items are done!

Task Management

  • You can also bulk mark inbox items as done / not done.

  • Answering a Lead from the Lead view (send/reply to an email, or send/reply to text) will automatically mark previous inbox items of the same type (e.g. email/text) as done.
  • Admin users can view inbox items for other team users, as well as filter them by type.

Creating Leads in aNinja

In aNinja, creating leads can be done in several ways.

A growing database of leads means more potential engagement. So import your leads from different sources and keep them engaged with newsletters and product or service updates.

Creating leads in aNinja

In aNinja, you can create leads in multiple ways:

  1. Manually one at a time.
  2. Importing Leads in Bulk using CSV file.
  3. Third-party Integration using aNinja API (including Chatbot conversations, form submissions, and website integration).
  4. Importing leads from your Phone Contacts.
  5. Importing leads from your Gmail account.
  6. Creating leads using BCC email address.
  7. Generating a lead from incoming SMS.

1- Creating Leads manually

  • First, log in to your aNinja account.
  • Then, on the top right, click on + add lead

2- Importing leads from a CSV file

Another way to add leads to your aNinja account is importing contacts in a CSV or XLSX file directly to your aNinja account.

3- Third-party integration using aNinja API

In simple words, API is a set of functions that allow applications to interact with each other by exchanging data.

Basically, you can forward leads from your different marketplaces into your aNinja app using API.

  • Here, you need your aNinja API key for the integration.
  • After the integration, you start receiving leads in your aNinja account from the different integration channels, including Chatbot conversations, Form submissions, and website integration.

4- Importing contacts from your Gmail account

Importing contacts from your Gmail account is another way to expand your leads database.

5- Importing your Phone contacts

You can also get your phone contacts to your aNinja account.

6- Creating new leads using BCC email

By BCC’ing your private BCC email address, the system automatically creates new leads from the recipients.

After all, you want to get all your leads into one place to target them with your sales and marketing strategies.

7- Generating a lead from incoming SMS

This is a basic function in aNinja that generates a lead from an incoming SMS, if the phone number is not already saved in the system.

However, this practice is not available for incoming emails. So if the sender’s email is not saved in your system, you will not be able to see the email in aNinja. But it still shows in your email client (Gmail, Outlook, etc…).

Search for more help articles in aNinja Knowledge base.

Or reach us at support@aninja.com. Our support team will happily assist you.

Add Leads via Blind Carbon Copy (BCC) in aNinja

In aNinja, you can create leads in aNinja via Blind Carbon Copy (BCC).

All you have to do is add in the BCC field, your dedicated private aNinja BCC email address.

What is BCC anyhow

Adding Leads Via BCC in aNinja

  • Find your private BCC email address
  • When sending an email outside aNinja (e.g. from Gmail, Outlook, or your preferred email client) – just put your dedicated and private BCC email address in the BCC field.
  • Automatically, aNinja detects that and creates a new lead from the email recipient(s) information (the email in the “To” field of your email) as well as injects a note with the “email body” into that new lead.

Add Leads Via BCC in aNinja