PhoneBurner + Shape

PhoneBurner + Shape integrations

Update Shape records when contacts are updated in PhoneBurner folders

Keep your contact data organized and streamlined by connecting PhoneBurner to Shape. With this workflow, when a contact is updated in a PhoneBurner folder, the corresponding record gets updated in the Shape app as well. Save time and enjoy a seamless flow of information between your sales and marketing platforms.

When this happens...
Updated Contact in FolderTriggers when a PB Contact is UPDATED in defined folder
TriggerPolling
automatically do this!
Update RecordUpdate record within the CRM
ActionWrite

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More things you can do with PhoneBurner and Shape

Discover other triggers and actions you can use with PhoneBurner and Shape

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
Trigger
Polling
Try It
- Folder
  Required
- 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
Action
Write
- Contact ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

- Folder
Trigger
Polling
Try It
- Search Email
- Search Phone
- Match Preference
- Include Trashed
Action
Write
- PhoneBurner Contact ID
  Required
- 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
Action
Write
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

About PhoneBurner

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

HelpHelp

Related categories

Phone & SMS

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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