
When this happens...

Automatically do this!
List All Contacts
List All Notes
List All Teams
Create Contact
Create Contact Note
Create Group Membership
Create Pipeline Item
Create Task
Delete Group Membership
Update Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new company is created.
Triggers when new file is attach to an contact.
Triggers when a new note is attach to a contact.
Triggers when a new event is created.
Triggers when a new task is created.
Action is the task that follows automatically within your myphoner integrations.
Create a new lead in the selected Myphoner list with contact and profile details.
Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.
Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Retrieves the list of all contacts

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your myphoner and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how myphoner data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between myphoner and Less Annoying CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between myphoner and Less Annoying CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Learn MoreLess Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
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