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

  1. Automatic Extraction: Apptoto finds names, phone numbers, and email addresses in events.
  2. Automatic Contact Matching: Apptoto matches contacts to appointments by name, phone number, and email address.
  3. Explicit Contact Matching: Apptoto can match contacts to appointments if they are explicitly linked.
  4. 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.

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Please do not use this for support questions.
For customer support, please contact us here.

Post Comment