LeadConnector + PhoneBurner
Update opportunities in LeadConnector when contacts in a folder are updated in PhoneBurner
Enhance your sales workflow by integrating PhoneBurner and LeadConnector. This streamlined solution springs into action, updating your opportunities in LeadConnector every time a contact changes in a specific PhoneBurner folder. Stay on top of your sales game by ensuring your lead opportunities are always up-to-date.
Enhance your sales workflow by integrating PhoneBurner and LeadConnector. This streamlined solution springs into action, updating your opportunities in LeadConnector every time a contact changes in a specific PhoneBurner folder. Stay on top of your sales game by ensuring your lead opportunities are always up-to-date.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
In PipelineRequired
Moved to Stage
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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
