monday.com + PhoneBurner
Update multiple columns in monday.com when contacts in a folder are updated in PhoneBurner
Experience seamless data management between PhoneBurner and Monday.com. This workflow activates when a contact is updated in PhoneBurner, instantly reflecting these changes in multiple columns in Monday.com. It's an efficient solution to keep your contact information updated across both platforms, reducing manual data entry and ensuring consistency. Keep your teams informed with the latest contact details within the context of their work with this simple process.
Experience seamless data management between PhoneBurner and Monday.com. This workflow activates when a contact is updated in PhoneBurner, instantly reflecting these changes in multiple columns in Monday.com. It's an efficient solution to keep your contact information updated across both platforms, reducing manual data entry and ensuring consistency. Keep your teams informed with the latest contact details within the context of their work with this simple process.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Change Multiple Columns Value
Change multiple column values of an item
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Folder
Try ItPhoneBurner 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
Board IDRequired
Try ItBoard IDRequired
Column IDsRequired
Try It
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
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try ItBoard IDRequired
Column IDRequired
Try It
