ClickUp + PhoneBurner
Create tasks in ClickUp for updated contacts in PhoneBurner folders
Keep your contact management consistent and efficient with this workflow. Each time a contact is updated in your PhoneBurner directory, a corresponding task is created in ClickUp, simplifying your client relationship management. Experience enhanced real-time overviews and seamless follow-up strategies with this integrated process.
Keep your contact management consistent and efficient with this workflow. Each time a contact is updated in your PhoneBurner directory, a corresponding task is created in ClickUp, simplifying your client relationship management. Experience enhanced real-time overviews and seamless follow-up strategies with this integrated process.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Task
Creates a new task.
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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
WorkspaceRequired
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
Reaction(s)
WorkspaceRequired
Try It
