Overview
A custom dialer-to-CRM workflow uses Python, RESTful APIs, and JavaScript helpers to launch calls, support agents in-session, and sync final call dispositions back to the source record in real time.
Challenge
Lead outreach teams needed a faster, more connected way to contact prospective students, manage real-time call activity, and keep CRM records updated without relying on manual data entry or disconnected systems.
Solution
A custom Python-based solution was developed using Django-Ninja, RESTful APIs, Salesforce CRM integrations, and JavaScript helpers to create a real-time lead workflow. The system supported outbound phone and email outreach, helped agents during live sessions, and synced final call dispositions back to the source CRM record.
Outcome
The workflow improved speed, visibility, and accuracy across the lead process by reducing manual updates, keeping Salesforce records current, and giving outreach teams a more reliable way to manage education opportunity leads in real time.