Ontraport + PhoneBurner
Update and manage contacts in Ontraport when contacts in PhoneBurner are updated
Ensure consistent contact information across your PhoneBurner and Ontraport platforms with this efficient workflow. As soon as updates are made to contacts within your PhoneBurner folders, the changes are reflected within Ontraport, keeping your client data up-to-date and accurate. By eliminating manual re-entry, you save time and maintain data accuracy across platforms.
Ensure consistent contact information across your PhoneBurner and Ontraport platforms with this efficient workflow. As soon as updates are made to contacts within your PhoneBurner folders, the changes are reflected within Ontraport, keeping your client data up-to-date and accurate. By eliminating manual re-entry, you save time and maintain data accuracy across platforms.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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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
New Contact
Triggers when a new contact is added to Ontraport.
Try It
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
FormRequired
Try It
