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How to Auto-Call Leads from BoldTrail (kvCORE)

Nikita Podelenko avatar
Written by Nikita Podelenko
Updated over 2 weeks ago

How to Auto-Call Leads from BoldTrail (kvCORE)

Automatically call new leads the moment they come into your BoldTrail CRM. No manual dialing, no delays - your leads get contacted immediately by your AI agent, 24/7.

Use Case Examples

  • Lead Qualification: Instantly qualify new leads by asking about their budget, timeline, and preferences.

  • Appointment Booking: Have your AI agent help leads find a time on your calendar for a consultation.

  • Open House Follow-up: Automatically call leads who signed up at an open house to get their feedback.

  • Website Lead Response: Reach out to leads who just submitted a form on your website while they are still thinking about you.

Before You Start

  • A BoldTrail (kvCORE) account with permissions to manage Smart Campaigns.

  • A SkipCalls account with an active subscription.

  • At least one Agent created in SkipCalls (the AI personality that will make the calls).

  • A SkipCalls API Key (Found in Settings → API Keys).

How It Works

  1. A new lead comes into BoldTrail from your website, Zillow, or another source.

  2. BoldTrail triggers a "Webhook" based on your Smart Campaign settings.

  3. SkipCalls receives the lead's information and your AI agent calls them immediately.

  4. The call is handled by the AI, and you can view the transcript and recording in SkipCalls.

Step-by-Step Setup

Step 1: Create Your Agent

First, ensure you have an Agent ready to handle these calls. Go to Agents → Create Agent. Write instructions like: "You are calling a new real estate lead. Be friendly, ask about their property search timeline, and offer to schedule a call with me."

Step 2: Get Your API Key

Go to Settings → API Keys. Create a new key (e.g., "BoldTrail Integration") and copy it. Important: You will only see the key once.

Step 3: Note Your Webhook Details

Your base webhook URL will look like this:

https://api.skipcalls.com/integrations/outbound/YOUR_API_KEY

You will also need your Agent ID, which you can find in the URL when editing your agent or in the Integrations settings.

Step 4: Create Webhook Template in BoldTrail

  1. Log into BoldTrail.

  2. Go to Marketing → Smart Campaigns → Templates.

  3. Click Add and select Webhook.

  4. Name: SkipCalls AI Caller (or any name you prefer).

  5. URL: Paste your base URL: https://api.skipcalls.com/integrations/outbound/YOUR_API_KEY (Replace YOUR_API_KEY with your actual key).

Step 5: Add Query Parameters

In the same Webhook Template screen, you must add the following Query Parameters by clicking the "Add" button for each:

Parameter Name

Value / BoldTrail Variable

agent_id

(Type your SkipCalls Agent ID here)

phone

Select Lead Phone from the dropdown

context

Select Lead Name from the dropdown (you can also add seller city/state)

Pro-Tip: You can add more context by using context2, context3, etc., mapping them to other BoldTrail fields like Seller City or Seller State.

Click Save to create the template.

Step 6: Add to Smart Campaign

  1. Go to Marketing → Smart Campaigns.

  2. Create a new campaign or edit an existing one.

  3. Add an Action, select Webhook.

  4. Choose the "SkipCalls AI Caller" template you just created.

  5. Set the timing to Run Immediately.

  6. Save and Activate the campaign.

BoldTrail Variables Reference

Use these variables in your Query Parameters to give your AI agent more information:

  • {lead_phone} - Lead's phone number (Required for phone parameter)

  • {lead_name} - Lead's full name

  • {seller_city} - The city the lead is interested in

  • {seller_state} - The state the lead is interested in

Rate Limit Notice

To ensure high call quality and prevent spam, our system allows 1 call every 3 seconds per account. If many leads come in at once, they will be queued and called in sequence.

Troubleshooting

  • Invalid API Key: Double-check that your API key is correctly pasted in the BoldTrail URL field.

  • Agent Not Found: Ensure the agent_id parameter matches the ID of an agent you have created.

  • Calls Not Triggering: Verify that the Smart Campaign is Active and that the lead matches the campaign's trigger criteria.

  • Office Hours: Remember that BoldTrail may respect your office hours settings, which could delay webhooks if a lead comes in late at night.

Quick Reference

  1. Create Agent in SkipCalls.

  2. Get API Key from SkipCalls Settings.

  3. Add Webhook Template in BoldTrail with base URL + parameters.

  4. Map agent_id, phone, and context.

  5. Add Webhook to a Smart Campaign and set to "Immediately".

  6. Test with a dummy lead!

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