Connect myphoner and peoplesmart to Build Intelligent Automations

Choose a Trigger

myphoner

When this happens...

Choose an Action

peoplesmart

Automatically do this!

Enable Integrations or automations with these events of myphoner and peoplesmart

Enable Integrations or automations with these events of myphoner and peoplesmart

Actions

Create Lead

Create Lead

Create a new lead in the selected Myphoner list with contact and profile details.

Mark Lead as Winner

Mark Lead as Winner

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 Lead as Lost

Mark Lead as Lost

Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.

Schedule Callback

Schedule Callback

Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.

Find or Create Lead

Find or Create Lead

Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.

Request a new Action for myphoner

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between myphoner and peoplesmart?

To start, connect both your myphoner and peoplesmart accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in peoplesmart (or vice versa).

Can we customize how data from myphoner is recorded in peoplesmart?

Absolutely. You can customize how myphoner data is recorded in peoplesmart. This includes choosing which data fields go into which fields of peoplesmart, setting up custom formats, and filtering out unwanted information.

How often does the data sync between myphoner and peoplesmart?

The data sync between myphoner and peoplesmart typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from myphoner to peoplesmart?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between myphoner and peoplesmart?

Yes, you can set conditional logic to control the flow of data between myphoner and peoplesmart. 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

About myphoner

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 More
peoplesmart

About peoplesmart

PeopleSmart is a B2B contact search engine for finding leads, candidates, and prospects

Learn More