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NGP VAN + PhoneBurner

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.

  1. When this happens...
    PhoneBurnerPhoneBurner
    Updated Contact in Folder

    Triggers when a PB Contact is UPDATED in defined folder

    TriggerScheduled
  2. automatically do this!
    NGP VANNGP VAN
    Add Note to Contact

    Add a note to an existing contact

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Folder

    Trigger
    Scheduled
    Try It
    • 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

    Action
    Write
    • VANID

    • External ID Type

    • External ID

    • Activist Codes

    • Survey Questions

    Action
    Write
    • VANID

    • External ID Type

    • External ID

    Action
    Write
    • 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

    Action
    Write
    • VANID

    • External ID Type

    • External ID

    • Activist CodesRequired

    Action
    Write
    • VANID

    • External ID Type

    • External ID

    • TagRequired

    Action
    Write
    • 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

    Action
    Write
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About NGP VAN

NGP VAN is the leading technology provider to Democratic and progressive campaigns and organizations, nonprofits, municipalities, and others, offering an integrated platform of the best fundraising, compliance, field, organizing, digital, and social networking products.
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Related categories

  • CRM (Customer Relationship Management)

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About PhoneBurner

PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.

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