LeadConnector + PhoneBurner
Update LeadConnector contacts when contacts in PhoneBurner folders are updated
When a contact is updated in a folder within PhoneBurner, this automation ensures the changes are reflected in LeadConnector promptly. It transfers the modified contact data to LeadConnector and creates or updates the matching contact there. This workflow saves your time from manual data entry and keeps your database streamlined and up-to-date. Benefit from an efficient, smooth-running contact management process with this streamlined workflow.
When a contact is updated in a folder within PhoneBurner, this automation ensures the changes are reflected in LeadConnector promptly. It transfers the modified contact data to LeadConnector and creates or updates the matching contact there. This workflow saves your time from manual data entry and keeps your database streamlined and up-to-date. Benefit from an efficient, smooth-running contact management process with this streamlined workflow.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
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
