PhoneBurner + Zoho CRM
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.
- When this happens...Updated Contact in FolderTriggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create/Update Module EntryCreate or update module entries
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More things you can do with PhoneBurner and Zoho CRM
Discover other triggers and actions you can use with PhoneBurner and Zoho CRM
- 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 ItTriggerPolling - 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
ActionWrite- Contact IDRequired
ActionWrite- 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 ItTriggerPolling
- Folder
Try ItTriggerPolling- Search Email
- Search Phone
- Match Preference
- Include Trashed
ActionWrite- 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
ActionWrite- 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.
Try ItTriggerPolling
