Find Out Who Is In Charge Of X Through Phone Call Research

#structured tasks
#gather api
#research
#sales
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Introduction

When you are attempting to reach out and make connections or contacts, it can be a challenge to find the right people to get in touch with in a business. It’s never as simple as just contacting them through their listed information on their website, sometimes you need names, numbers, and email addresses in order to effectively communicate with a company when you are approaching them with a project or offer. Finding this information can be a major time sink however, and that is where Byron’s Structured tasks come in. Using real assistants, we can automate the process of finding this type of information and have this data integrated into thousands of different tools and services that you and your business use on a daily basis. In only a few simple steps, you can set up an automated process that handles this task for you with little to no effort on your part. Here is how you can get started integrating Byron into your workflow.

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What Are Structured Tasks?

With Byron’s structured task feature, you can automate almost any type of busy work that requires a human. The feature is designed so that you build out an automated process once then can trigger Byron to do the work at any point in time. Watch the video on how it works.

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Step 1: Setup Assistant Instructions

ASSISTANT INSTRUCTIONS TEMPLATE

Please call the main line of                                at                                             and ask them who is the best person to speak with who is in charge of buying marketing technology for 

Company Name
Company Phone Number
Company Name

EXAMPLE TASK WITH MAPPED DATA:

Please call the main line of Netflix at (555) 555-5555 and ask them who is the best person to speak with who is in charge of buying marketing technology for Netflix.

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Step 2: Setup Response Fields You Want Back From Byron

Add fields and description on how you want your task completed. Below is an example of how you would set up the fields and instructions.

FIELD NAME

Person Name

ASSISTANT FIELD DESCRIPTION

Please list the person's full name.

Person Phone Number

Please list the direct dial of the person.

Person Email

Please list email address of the person.

Person Title

Please list the person's title/role name.

Notes From Call

Please briefly describe how the call went.

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Step 3: Add Data/Tasks

There are two ways that you can send new data/tasks to your Structured Project. You can either upload a CSV file of your variables that you set in Step 1, or you can fire off tasks via Zapier. Below are some popular Zapier integrations that align with this blueprint example.

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When a new user is added to Salesforce send the contact to Byron to call. Then update the information in Salesforce.

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Call new Hubspot leads automatically, then update the information in Hubspot.

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New row added in Google Sheets send to Byron Phone Call API

Through Zapier, you can hook up over 1000+ integrations. Need help with setting things up? Chat with our specialist team to help you set up a custom integration.

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Output From Byron

If you follow the template above Byron would provide a sample output like:

Person Name
=

John Smith

Person Title
=

Marketing Manager

Person Phone Number
=

(555) 555-5555

Person Email
=
Notes From Call
=

The receptionist stated that John Smith is in charge of marketing.

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Getting Started With Byron

How to get started...

1

Create a Byron account

2

Create a Structured Project with the instructions and snippets above

3

Send data to Byron via Zapier of by uploading a CSV of data

4

Integrate Byron's responses to over 1000 tools via Zapier

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