LeadConnector + PhoneBurner
Update PhoneBurner contacts when LeadConnector pipeline stages change
Boost your sales productivity with this simple, yet effective workflow. When a lead’s stage changes in LeadConnector, it automates an update to the corresponding contact in PhoneBurner. This seamless communication between your apps ensures your contact's information in PhoneBurner is always up-to-date, streamlining your sales process and saving you time.
Boost your sales productivity with this simple, yet effective workflow. When a lead’s stage changes in LeadConnector, it automates an update to the corresponding contact in PhoneBurner. This seamless communication between your apps ensures your contact's information in PhoneBurner is always up-to-date, streamlining your sales process and saving you time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Contact (Contact ID)
This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
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
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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
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Folder
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