Accurate Call Attempt Tracking

• Outbound call attempts are tracked only when triggered by real Five9 dialer activity.
• A custom mechanism ensures that only genuine Five9 calls increment the attempt counter on the Lead record.

Automatic Lead Disqualification

• Once a lead reaches 8 call attempts, it is automatically:
  • Marked as "Disqualified"
  • Removed from active campaign memberships
  • Flagged for exclusion from future dialing in Five9

Campaign Prioritization for Dialer

• A numeric priority field is added to each campaign.
• This priority helps Five9 decide which leads to dial first based on campaign importance.
• Simplifies dialing logic across systems.

Seamless Data Sync Between Salesforce and Five9

• Key custom fields like call attempts, disqualification flags, and campaign priority are shared with Five9.
• Enables consistent lead status visibility across both platforms.
• Helps support teams diagnose and resolve data mismatches more effectively

Accurate Tracking

Trigger increments counter only for real Five9 calls

Auto Disqualification

Leads auto-disqualified after 8 attempts

Data Sync

Sync fields ensure shared visibility

Prioritization

Numeric priority simplifies dialer logic

Lead Quality

Only viable leads remain in dialer queue

Single Source

Single source of truth for call count and status