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!Update Item
Change multiple column values of an item
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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
Board IDRequired
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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
Item Created In Board Copy
Board IDRequired
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