Membrain + PhoneBurner
Create activities in Membrain for updated contacts in PhoneBurner folders
Maintain your customer relationships effortlessly with this workflow. When a contact in your PhoneBurner folder gets updated, the same change initiates the creation of a new activity in your Membrain app. It saves your time by ensuring every updated contact is accurately mirrored in Membrain's activities, eliminating manual data entry and the possibility of errors. Always keep your sales team informed about each contact's latest updates and streamline your CRM management.
Maintain your customer relationships effortlessly with this workflow. When a contact in your PhoneBurner folder gets updated, the same change initiates the creation of a new activity in your Membrain app. It saves your time by ensuring every updated contact is accurately mirrored in Membrain's activities, eliminating manual data entry and the possibility of errors. Always keep your sales team informed about each contact's latest updates and streamline your CRM management.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Activity
Creates an activity in a Membrain activity stream.
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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
Please select one or more Activity Types
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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
Content Hub Item Created
Triggers when a Content Hub Item Created.
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