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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Folder
Try ItPhoneBurner 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
Record IDRequired
FolderRequired
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
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
About PhoneBurner
PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.
Related categories
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
