Update NGP VAN contacts with notes when PhoneBurner contacts are updated in folders
Effortlessly manage your contacts across platforms with this PhoneBurner and NGP VAN integration. When a contact is updated in a PhoneBurner folder, this automation seamlessly adds a note to the corresponding contact in NGP VAN. Keep your records clean and up-to-date without the hassle of manual data entry.
Effortlessly manage your contacts across platforms with this PhoneBurner and NGP VAN integration. When a contact is updated in a PhoneBurner folder, this automation seamlessly adds a note to the corresponding contact in NGP VAN. Keep your records clean and up-to-date without the hassle of manual data entry.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Add Note to Contact
Add a note to an existing contact
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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
VANID
External ID Type
External ID
Activist Codes
Survey Questions
VANID
External ID Type
External ID
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
VANID
External ID Type
External ID
Activist CodesRequired
VANID
External ID Type
External ID
TagRequired
VANID
Contact External ID Type
Contact External ID
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID