December 15, 2012

Dispatch – Sort Sales Leads

Savvy business owners know how important CRM software is when keeping sales leads organized. What many of these business owners fail to think about, however, is how the customer information they collect gets from their email inboxes into whichever CRM platforms they use. Copy/pasting information can be time consuming, and manually inputting the data is even worse.

Dispatch is an application that businesses can use to quickly pull customer data into many different CRM platforms, mailing list tools, and marketing automation software. The web-app automatically pulls important data from emails and imports that information into whichever platforms the user chooses. Configure your current email system to send copies of all incoming leads to a special Dispatch address, then tell Dispatch which information to pull from each email that comes in (such as names, email addresses, or phone numbers). Dispatch will complete certain “actions” each time you receive an email with the data you selected. For example, you can set up Dispatch to add all new contacts to your Highrise accounts, make voice calls when new messages come through, create tickets with Zendesk, or add email addresses to MailChimp. These actions all occur automatically whenever certain conditions are met.

In addition to pulling data from incoming emails, Dispatch can also pull out information in webhooks. The application can adapt to any webhooks structure, making it easy for businesses to automatically import the data that potential customers input into their web forms and other online tools.

Practical Uses:

  • Automatically import sales leads into your marketing automation software
  • Spend less time inputting customer information into your CRM system
  • Easily populate your email mailing list
  • Bring together sales leads that come from many different sources
  • Send informational emails to customers who need extra help

Insider Tips:

  • Dispatch works best for businesses that gets lots of automated emails
  • Manually select text from an email and associate it with parser fields to set up your Dispatch system
  • Actions are the processes that Dispatch performs with data from your emails
  • Users can import data from email or webhooks

What we liked:

  • Businesses can customize Dispatch to meet their needs
  • Dispatch can adapt to any webhooks structure
  • Dispatch connects with a number of popular apps, including Highrise, Zendesk, and MailChimp
  • People can use Dispatch to send SMS messages to potential customers

What we didn’t like:

  • Nothing


  • None

Company Info:


  • Free during public beta


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