Follow Up Boss + PhoneBurner
Update and tag PhoneBurner contacts in Follow Up Boss when contacts are updated in a folder
Easily streamline your workflow with this automation solution. When a contact is updated in a folder in your PhoneBurner app, it swiftly adds tags to the same contact in your Follow Up Boss app. This process not only enhances clients' data management but also improves your efficiency by removing the need for manual data transfer.
Easily streamline your workflow with this automation solution. When a contact is updated in a folder in your PhoneBurner app, it swiftly adds tags to the same contact in your Follow Up Boss app. This process not only enhances clients' data management but also improves your efficiency by removing the need for manual data transfer.
- When this happens...Updated Contact in Folder
Triggers when a PB Contact is UPDATED in defined folder
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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Folder
Try ItPhoneBurner 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 Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
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
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
