PhoneBurner + Redtail CRM
Update and create contacts in Redtail CRM for each updated contact in PhoneBurner folders
Maintain consistent and up-to-date contact information with this automated workflow between PhoneBurner and Redtail CRM. When any modifications occur to a contact in your PhoneBurner directory, the same details are instantly updated in your Redtail CRM. This process eliminates the need for redundant data entry, ensuring accurate records across all platforms and streamlining your customer management process.
Maintain consistent and up-to-date contact information with this automated workflow between PhoneBurner and Redtail CRM. When any modifications occur to a contact in your PhoneBurner directory, the same details are instantly updated in your Redtail CRM. This process eliminates the need for redundant data entry, ensuring accurate records across all platforms and streamlining your customer management process.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Create Contact
Creates a new contact in your database.
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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
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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 Created
Triggers when a new activity is created in your database.
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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
Activity Deleted
Triggers when an activity is deleted in your database.
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