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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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
FormRequired
Try ItTagRequired
Object TypeRequired
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
New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try It
