Keap + PhoneBurner
Update and manage contacts in Keap when a contact in PhoneBurner folder is updated
Keep your PhoneBurner and Keap contacts in harmony with this efficient workflow. When a contact gets updated in a particular PhoneBurner folder, the same contact will simultaneously be created or updated within your Keap application. With this streamlined process, you can spend less time managing contacts and more time focusing on meaningful interactions.
Keep your PhoneBurner and Keap contacts in harmony with this efficient workflow. When a contact gets updated in a particular PhoneBurner folder, the same contact will simultaneously be created or updated within your Keap application. With this streamlined process, you can spend less time managing contacts and more time focusing on meaningful interactions.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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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 Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItCompany events this trigger will listen to:Required
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 Action Sequence
Triggers when a new Action Sequence is added.
Try ItAppointment events this trigger will listen to:Required
Try ItNew Contact
Triggers when a new contact is created.
Try It
