LeadCENTER Sync Setup

📋 Video Summary:

In this video, Jeff Osness, Principal Evangelist at PhoneBurner, demonstrates how to automatically sync lead data from Lead Center to PhoneBurner—eliminating the need to manually export and import contacts.

Key Steps Covered:

1. Start from Lead Center:

   • From the Manage Leads page, click the dialer icon in the upper right.

   • Click Continue to access account settings.

   • Scroll to Third-Party Integrations and select PhoneBurner.

2. Set Up Your PhoneBurner Account:

   • If you don’t have a PhoneBurner account, click the sign-up link to create one through the Lead Center partnership (includes special pricing).

3. Link the Accounts:

   • Click Link next to PhoneBurner in Lead Center.

   • It will prompt you to enter a Personal Access Token from PhoneBurner.

4. Generate a Personal Access Token:

   • In PhoneBurner, go to Integrations > Personal Access Tokens.

   • Click Generate New Token, then copy it.

   • Paste the token into Lead Center and click Allow Access.

5. Sync Process:

   • Lead Center will sync the last 6 months of lead data to PhoneBurner.

   • All future leads will sync automatically.

6. Where the Leads Go:

   • Synced leads appear in your PhoneBurner default folder.

   • For example, Jeff has his default folder named “Lead Center.”

7. Start Dialing:

   • Open your synced folder in PhoneBurner.

   • Select leads and begin a dial session right away.

This seamless integration saves time and keeps your contacts synced and ready for outreach.

🏷️ Tags:
Lead Center integration, PhoneBurner sync, lead sync automation, contact import, personal access token, default folder, auto lead sync, CRM integration, dial session, outbound calling

🧹 Cleaned-Up Transcript:

[Music]

Hello there! This is Jeff Osness, the Principal Evangelist at PhoneBurner, and I want to show you how to automatically send data from Lead Center directly to PhoneBurner—without needing to export and import manually.

Step 1: Set Up Access from Lead Center

From the Lead Center Manage Leads page, click the dialer icon in the upper-right corner and then click Continue.
You’ll land in your Account Settings. Scroll down to Third-Party Integration, and you’ll see PhoneBurner listed there.

Don’t have a PhoneBurner account yet?
Click the Sign-Up link to create one through the Lead Center partnership page—and save money while you're at it.

Step 2: Link Your Accounts

Once you have your PhoneBurner account, click Link in Lead Center.
You’ll be prompted to enter a Personal Access Token from PhoneBurner.

Step 3: Generate Your Personal Access Token

In PhoneBurner:

• Click your initials or profile picture in the top-right corner.

• Go to Integrations.

• Click on Personal Access Tokens.

• Click Generate New Token, then copy it.

Now paste that token into Lead Center and click Allow Access.

Step 4: Data Sync

Once linked:

• Lead Center will automatically sync the last 6 months of data into PhoneBurner.

• All future leads will sync automatically moving forward.

If you return to Manage Leads, you’ll now see the dialer icon replaced with a PhoneBurner icon—click it to go directly to PhoneBurner.

Step 5: View Synced Contacts in PhoneBurner

In your PhoneBurner account, go to Contacts.
The synced leads will appear in your default folder (e.g., “Lead Center”).
From here, just select the contacts and start your dial session.

And that’s it! That’s how easy it is to start syncing your contacts directly from Lead Center to PhoneBurner—automatically.

Thanks for watching, and as always, happy dialing!