Follow Up Boss + PhoneBurner
Update and manage Follow Up Boss contacts when PhoneBurner contacts are updated in folder
Keep your contact details seamless and updated with this workflow. Whenever a contact is adjusted in PhoneBurner, the same alterations are made in Follow Up Boss, sidestepping the need for action plans. This streamlined data management system saves you from time-consuming manual entries, and allows you to concentrate on nurturing your customer relationships.
Keep your contact details seamless and updated with this workflow. Whenever a contact is adjusted in PhoneBurner, the same alterations are made in Follow Up Boss, sidestepping the need for action plans. This streamlined data management system saves you from time-consuming manual entries, and allows you to concentrate on nurturing your customer relationships.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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Folder
Try ItPhoneBurner 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
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
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
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
