Understanding Database Sync
Finding Integrations Center
Breakdown of Video Above...
Find Dial Session Template under the Dialing Pipeline Template dropdown.
Click Integrations found in the top right
Find the ‘Search bar and type “PhoneBurner” and scroll down to discover Record & Call Tracking by CarbonWeb.
When a item is created…
“When a pulse is created in this board, create a record in PhoneBurner”
This integration will ensure that every time a pulse is created in your monday.com board, a duplicate record will be created in PhoneBurner.
“Add To Board” in the bottom right corner
When a item is updated…
Follow the same process except this time select:
“When a pulse is updated in this board, update record in PhoneBurner”
These integrations ensure that each of your clients’ informtation will be tracked in both monday.com and PhoneBurner.