PhoneBurner + Zoho CRM
Update Zoho CRM entries immediately when contacts are updated in PhoneBurner folders
Keep your contact information updated across platforms with this efficient workflow. Whenever a contact is updated in your PhoneBurner folder, it will simultaneously create or update the same contact in your Zoho CRM. This can help you not only save time but also maintain consistency and accuracy across all your platforms. This automatic process makes managing your business contacts that much easier.
Keep your contact information updated across platforms with this efficient workflow. Whenever a contact is updated in your PhoneBurner folder, it will simultaneously create or update the same contact in your Zoho CRM. This can help you not only save time but also maintain consistency and accuracy across all your platforms. This automatic process makes managing your business contacts that much easier.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
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.
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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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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