Apptoto extracts contact information (i.e. phone numbers and email addresses) from calendar events for the purposes of sending SMS, Call, and Email messages.
There are 4 main ways that Apptoto does this
- Automatic Extraction: Apptoto finds names, phone numbers, and email addresses in events.
- Automatic Contact Matching: Apptoto matches contacts to appointments by name, phone number, and email address.
- Explicit Contact Matching: Apptoto can match contacts to appointments if they are explicitly linked.
- Manual Entry: Or, you can just manually add the phone numbers and email addresses to appointments in Apptoto.
Using those 4 ways, Apptoto is normally able to adapt to your existing workflow. However, if you are designing a workflow from scratch, then we do have some suggested event templates that can be useful.
