Company Setup

LiveSwitch Prompting Video Via Your Follow-up Emails

This option is really straight forward. The quote in ResponsiBid goes just as it normally would, but after the follow-up is initiated you could just send a link in the follow-up emails that encourages people who want to get extra special attention to the type of project they have to simply click a link and […]

LiveSwitch Integration with ResponsiBid via SmartForm Prompt

This option means that you would potentially take a lead away from the instant quote process– maybe to never see them return– however in the case of more complicated quotes this could be a good thing. It would ask the customer as they are filling out the form to click a link to get an […]

LiveSwitch prompting video recordings via Zapier

LiveSwitch Integration with ResponsiBid via Zapier This integration requires sending a Zapier webhook as part of the “Open” status follow-up sequence. It would allow you to set a timer in the open sequence so that LiveSwitch would directly send out an invitation to record a video from every new quote given. If you are interested […]

Follow-up Webhook Actions to go to Zapier

Summary of use If you want to use a service like Zapier to do things with the ResponsiBid follow-up webhooks (outbound from ResponsiBid going to another app), you can take bid data and push it to Zapier to be repurposed as part of a follow-up sequence. The process will follow the following steps: Decide when […]

Custom Services, Public, Private and Inactive Filters

Inside of your ResponsiBid account there is a feature called Custom Services.  This is a feature that took our long standing capability of adding a custom item to a proposal, but expanded that functionality in a major way.  You are now able to create a full Custom Service and make it public so your customers […]

Webhooks for leads into ResponsiBid

To create a webhook: Go to Settings > Installation > Webhook Leads Click green button “Create API Key” Name it, describe the use for it, and set an expiration if you don’t want it to work forever… otherwise leave the date as it is. Save changes Copy the API Token in the blue field and […]

Forwarding voice calls to your Twilio SMS number

This is the new way to forward voice calls using the Twilio <-> ResponsiBid connection. Use this to setup a function for a TwiML response to forward the call. Code to copy: <Response><Dial>+1##########</Dial></Response>  

Building your own custom lightbox buttons

In this video you will see how to allow your creativity to make the ResponsiBid lightbox feature with your own button design. The main points are: Your website MUST allow you to install HTML or Javascript. If the website type you have doesn’t allow this functionality you may need to reach out to them to […]

Housecall Pro Connection Overview

If you are considering connecting ResponsiBid and Housecall Pro you will see that ResponsiBid’s powerful and intelligent selling automation has a great integration into Housecall Pro’s powerful CRM functionality. Together, HCP and ResponsiBid help to automate and improve your sales systems. Read below for all of the help articles to see how each feature would […]