Update and create contacts in Call Tools PCC when contacts are updated in a PhoneBurner folder
Stay in sync with your contacts more efficiently with this PhoneBurner to Call Tools PCC integration. Whenever there's an update to a contact in your PhoneBurner folder, this workflow will create a matching contact in your Call Tools PCC app. This solution aids in ensuring updated information is mirrored across both platforms, elevating your communication management by maintaining accurate records.
- When this happens...Updated Contact in FolderTriggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create ContactCreates a new Contact
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with PhoneBurner and Call Tools PCC
Discover other triggers and actions you can use with PhoneBurner and Call Tools PCC
- Polling vs Webhook
Try ItTriggerPolling- FolderRequired
- 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
ActionWrite- Contact IDRequired
ActionWrite- New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItTriggerInstant
- Folder
Try ItTriggerPolling- Search Email
- Search Phone
- Match Preference
- Include Trashed
ActionWrite- 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
ActionWrite- New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItTriggerInstant



