PhoneBurner + Podio
Update Podio items instantly when contacts in PhoneBurner folders are updated
Keep your Podio items up-to-date effortlessly with this convenient workflow. Every time a contact is updated in your PhoneBurner folder, a corresponding item is instantly created in Podio. By streamlining information between the two platforms, you'll stay organized and ensure no important contact updates are ever overlooked. Perfect for businesses seeking efficiency in their contact management process.
Keep your Podio items up-to-date effortlessly with this convenient workflow. Every time a contact is updated in your PhoneBurner folder, a corresponding item is instantly created in Podio. By streamlining information between the two platforms, you'll stay organized and ensure no important contact updates are ever overlooked. Perfect for businesses seeking efficiency in their contact management process.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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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
OrganizationRequired
WorkspaceRequired
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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
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
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