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PhoneBurner + Salesforce

Create new PhoneBurner contacts from new Salesforce contacts

Enable this workflow to streamline efficiency in your sales process. When a new contact is added in Salesforce, it sets off a process to create a similar contact in PhoneBurner. Not only does this eliminate the need for manual data entry, but it also ensures consistency across your CRM and dialing platforms, allowing you to focus more on client engagement and less on administrative tasks. Enjoy this seamless integration to keep your contact information updated and accurate across systems.

Enable this workflow to streamline efficiency in your sales process. When a new contact is added in Salesforce, it sets off a process to create a similar contact in PhoneBurner. Not only does this eliminate the need for manual data entry, but it also ensures consistency across your CRM and dialing platforms, allowing you to focus more on client engagement and less on administrative tasks. Enjoy this seamless integration to keep your contact information updated and accurate across systems.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerScheduled
  2. automatically do this!
    PhoneBurnerPhoneBurner
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About PhoneBurner

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

Related categories

  • Phone & SMS
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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