PhoneBurner + Zoho CRM
PhoneBurner + Zoho CRM
Update Zoho CRM entries whenever contacts in PhoneBurner folders are modified
Stay on top of your contact updates with this easy workflow. As soon as a PhoneBurner contact is refreshed, it automatically triggers a new entry creation in Zoho CRM. This simple automation ensures that your CRM always reflects the most current information, saving you time and keeping your customer relationship management organized.
- When this happens...Updated Contact in FolderTriggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Module EntryCreates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with PhoneBurner and Zoho CRM
Discover other triggers and actions you can use with PhoneBurner and Zoho CRM
- Polling vs Webhook
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
About PhoneBurner
PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.
Related categories
About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Related categories
Similar apps
Pipedrive
CRM (Customer Relationship Management)
Insightly
CRM (Customer Relationship Management)
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier