PhoneBurner + Shape
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.
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 Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Update Record
Update record within the CRM
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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
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Folder
Try ItSearch Email
Search Phone
Match Preference
Include Trashed
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
Record IDRequired
First Name
Last Name
Phone Number
Email Address
