Syncing data between CallHub and PDI

CallHub can be integrated with PDI from the "Integrations" section on the CallHub dashboard. To initiate the integration setup, click on "Connect. " Once you have set up the integration, you may import the contact lists from PDI and use them in your CallHub campaigns.

As a PDI admin, you need to create a non-contact or call disposition in the form of a survey question in PDI. This survey question should include all the non-contact or dispositions as options (flag IDs). Once this survey question is created in PDI, you may select it in the "Settings" section under the PDI section of CallHub.

Every survey question created in PDI should have the Answer ID and the code. If these fields are missing in the survey question, then that survey question will not be available in CallHub.

With the current integration setup, you have the option to sync CallHub tags with PDI survey responses. Tags will be assigned to contacts based on their answers to survey questions, whether they are multi-choice or multiple-select. These tags will help organize your contacts and create follow-up campaigns.

Note: Since PDI doesn’t support tags, CallHub tags will only reside in CallHub and can not be synced to PDI.

In addition to survey responses and call dispositions, you can also view the name of the volunteer or canvasser who has added the response or call disposition in PDI. However, it’s important to remember that the sync will only happen if the email ID of the canvasser/ volunteer/ agent is the same in CallHub as well as in PDI.

As in the above screenshot, you will be able to view the Flag ID (response), the survey question, the acquisition type, the name of the agent, and the date when the data was synced --- conversation took place.

In the case of Peer to Peer Texting campaigns, you need to select the option "Sync Text History in PDI." Here, there are two options, 

1. Add “Text sent” when a text is sent to a contact
2. Add “Text Reply” when a reply is received by the contact

Note: Text sent and Text Reply will be sent as a Flag in PDI under the contact field section.

After you have connected your PDI instance to CallHub, the CallHub system imports the active questions and acquisition type from PDI. Please ensure you select the right survey question and acquisition type from PDI, as responses to the deleted questions will not be synced to PDI. It would not be possible to push this data to PDI manually as well.

Note: Agents/volunteers will be able to update the contact information for these contacts only in the People universe. When they update the contact information in CallHub, the new information will overwrite the existing information in PDI.

Have any queries or concerns? Write to us at support@callhub.io or create a ticket from the Support Center.