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
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
Activity filterRequired
Try ItFilterRequired
Deal status
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 Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
Try ItNew Lead
Triggers when a lead is created.
Try It
