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.
- When this happens...New Contact
Triggers when a new Contact is created.
- automatically do this!Create Contact
Creates a new contact.
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