Integrating PDI with CallHub

Want to call and text the contacts in your PDI voter file from CallHub? Connect the two platforms once, and your PDI dispositions, survey questions, and lists become available to use in CallHub campaigns. This article is for campaign managers with a PDI account.

Before you start

• You need your PDI username, password, and API key. If you don't have the API key, contact PDI Support to request it.
• In PDI, create a survey question listing your non-contact and call dispositions as options (with flag IDs). CallHub uses this for disposition mapping.
• In PDI, create an acquisition type named CallHub.
• Each CallHub sub-account needs its own connection; connecting your main account doesn't connect its sub-accounts.
• Setup takes about 10 to 15 minutes, plus however long PDI Support takes to issue your API key if you don't already have one.

Connect your PDI account

1. In your CallHub account, go to Integrations.

2. On the PDI card, click Connect. [Screenshot: Integrations page with the PDI card and Connect button 

   

3. Enter your PDI username, password, and API key. [Screenshot: PDI credential entry form with username, password, and API key fields 

   

4. In Settings, map your CallHub call dispositions to the matching PDI call dispositions. [Screenshot: Disposition mapping screen pairing CallHub dispositions with PDI dispositions 

   

5. Under Acquisition Type, select the CallHub acquisition type you created in PDI, so synced data is labeled with its source. 

   

6. If you run texting campaigns, check Sync Text activity with PDI to tag a contact automatically when they're texted and when they reply. 

   

Notes & limits

ⓘ Each CallHub sub-account must connect to PDI individually. Connecting the main account does not connect its sub-accounts.

✓ If you add new data in PDI after connecting, click Sync so CallHub picks it up.

FAQs

Where do I get my PDI API key? 
rom PDI Support. CallHub can't issue it for you.

Do I need to connect PDI separately for each sub-account? 
Yes. Connecting your main account doesn't extend the integration to sub-accounts.

What do I need to set up in PDI before I connect? 
A survey question listing your non-contact and call dispositions, and an acquisition type named CallHub.