AgencyZoom + PhoneBurner
"update PhoneBurner contacts in folders and create business leads in AgencyZoom"
This workflow enables seamless data transfers from PhoneBurner to AgencyZoom in real-time. Every time you update a contact in your PhoneBurner Folder, the system will create a new business lead in the AgencyZoom platform instantly. This simple and efficient automation ensures you can track and manage your leads more consistently, eliminating the need for manual entry and enhancing productivity.
This workflow enables seamless data transfers from PhoneBurner to AgencyZoom in real-time. Every time you update a contact in your PhoneBurner Folder, the system will create a new business lead in the AgencyZoom platform instantly. This simple and efficient automation ensures you can track and manage your leads more consistently, eliminating the need for manual entry and enhancing productivity.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Business Lead
Create a business lead in Agencyzoom.
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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
Lead Created
Triggers when a new Lead is added.
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Folder
Try ItSearch Email
Search Phone
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
Lead Status Change
Triggers when the status of a Lead changes.
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