Update PhoneBurner contacts when new contacts are added in Wealthbox CRM
Effortlessly keep contact information up-to-date across Wealthbox CRM and PhoneBurner apps with this streamlined workflow. When a new contact is added in Wealthbox CRM, their details will be used to create a corresponding contact in PhoneBurner based on their Contact ID, allowing for seamless contact management without any manual effort.
Effortlessly keep contact information up-to-date across Wealthbox CRM and PhoneBurner apps with this streamlined workflow. When a new contact is added in Wealthbox CRM, their details will be used to create a corresponding contact in PhoneBurner based on their Contact ID, allowing for seamless contact management without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Contact (Contact ID)
This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts
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