PhoneBurner + Salesforce
Create Salesforce leads for updated PhoneBurner contacts in folder
Stay updated with every contact modification with this efficient process. Whenever you update a contact in your PhoneBurner folder, this workflow immediately reflects those changes in Salesforce. This ensures your sales and marketing sectors are always equipped with the current data, facilitating enhanced customer interactions and proficient lead management. In essence, this automation streamlines information sharing and improves your business efficiency.
Stay updated with every contact modification with this efficient process. Whenever you update a contact in your PhoneBurner folder, this workflow immediately reflects those changes in Salesforce. This ensures your sales and marketing sectors are always equipped with the current data, facilitating enhanced customer interactions and proficient lead management. In essence, this automation streamlines information sharing and improves your business efficiency.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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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 Case Attachment
Triggers when a new Attachment is added to a case.
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Folder
Try ItSearch Email
Search Phone
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
New Contact
Triggers when a new Contact is created.
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