Update and manage PhoneBurner contacts in Salesmsg when changes occur in folder
Keep all your contact details seamlessly updated between PhoneBurner and Salesmsg. With this workflow, whenever there's an update to a contact in a PhoneBurner folder, the same is replicated in Salesmsg, either creating a new contact or updating an existing one. A must-have automation for efficiency in routine contact management operations.
Keep all your contact details seamlessly updated between PhoneBurner and Salesmsg. With this workflow, whenever there's an update to a contact in a PhoneBurner folder, the same is replicated in Salesmsg, either creating a new contact or updating an existing one. A must-have automation for efficiency in routine contact management operations.
- 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 a contact. Can be used to update a contact too.
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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
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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 Opted-Out
Triggers when a contact has opted-out.
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