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.
- When this happens...Updated Contact in FolderTriggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create ActivityCreates an activity in a Membrain activity stream.
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More things you can do with PhoneBurner and Membrain
Discover other triggers and actions you can use with PhoneBurner and Membrain
- 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 ItTriggerPolling - 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
ActionWrite- Contact IDRequired
ActionWrite- Please select one or more Activity Types
Try ItTriggerPolling
- Folder
Try ItTriggerPolling- Search Email
- Search Phone
- Match Preference
- Include Trashed
ActionWrite- 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
ActionWrite- Content Hub Item Created
Triggers when a Content Hub Item Created.
Try ItTriggerPolling




