How to connect PhoneBurner + Zillow Tech Connect + Zoho CRM
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Do even more with PhoneBurner + Zillow Tech Connect + Zoho CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PhoneBurner, Zillow Tech Connect, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.
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
New Contact
Triggers when a new contact is available in your agent hub (does not trigger if an agent adds the contact themselves).
Try It
Folder
Try ItSearch Email
Search Phone
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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
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How PhoneBurner + Zillow Tech Connect + Zoho CRM Integrations Work
- Step 1: Authenticate PhoneBurner, Zillow Tech Connect, and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.