PhoneBurner + Pipedrive
Create new Pipedrive deals from updated PhoneBurner contacts in folder
Streamline your sales pipeline with this handy workflow. Whenever a contact is updated in your PhoneBurner folder, a corresponding deal is created in Pipedrive instantly. This not only eliminates manual data reentry, but also ensures you can swiftly act on new updates, helping you to close deals faster. Enhance your productivity by seamlessly connecting PhoneBurner to Pipedrive.
Streamline your sales pipeline with this handy workflow. Whenever a contact is updated in your PhoneBurner folder, a corresponding deal is created in Pipedrive instantly. This not only eliminates manual data reentry, but also ensures you can swiftly act on new updates, helping you to close deals faster. Enhance your productivity by seamlessly connecting PhoneBurner to Pipedrive.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
Activity filterRequired
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 Activity
Triggers when a new activity is created.
Try It
