AccuLynx + PhoneBurner
Create leads in AccuLynx when contacts are updated in PhoneBurner folders
Simplify your contact management process with this PhoneBurner to AccuLynx workflow. When a contact gets updated in your PhoneBurner folder, it automatically creates a new lead in your AccuLynx account. This automation ensures data consistency across both platforms, saving precious time and allowing for proactive steps in a fast-paced market.
Simplify your contact management process with this PhoneBurner to AccuLynx workflow. When a contact gets updated in your PhoneBurner folder, it automatically creates a new lead in your AccuLynx account. This automation ensures data consistency across both platforms, saving precious time and allowing for proactive steps in a fast-paced market.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Lead
Creates a new lead.
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Get All Dial Session Data
Use this trigger to fetch all of the dial session data for your account. If you are a team admin this will fetch all dial session data for you and all of your users and each call will be a unique trigger to perform actions
Try ItFolderRequired
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes/Description
Tags
Lead ID
Lead Source ID
Name of the External CRM
External CRM ID
Check for duplicates based on Email
Check for duplicates based on Phone
Duplicate Scrubbing Policy
On Duplicate
DNC List
Contact IDRequired
Standard MilestonesRequired
Try It
Folder
Try ItSearch Email
Search Phone
Match Preference
Include Trashed
PhoneBurner Contact IDRequired
Folder
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes
Tags
Lead ID
Name of the External CRM
External CRM ID
Transfer Record To
Mark as New
Rating
Contact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
