📋 Summary

This video announces a major update to the PhoneBurner® for Zoho CRM integration, focused on better tracking of call attempts when contacts have multiple phone numbers. The new functionality introduces two new fields—Call Attempt Count and Last Attempt Date and Time—to the Contacts and Leads modules.

The update ensures that multiple call attempts made to different phone numbers for the same contact within a short timeframe (one hour) are counted as a single attempt, helping teams more accurately track outreach without artificially inflating call counts.

Additionally, it introduces an automatic workflow that updates these fields, minimizing manual effort. Users must update to the latest version of the PhoneBurner extension for Zoho and make a simple configuration change to exclude these two new fields from being overwritten during sync to avoid potential data inconsistencies.

Overall, this enhancement enables more efficient cadences, cleaner reporting, and smarter task prioritization during call campaigns.

🏷️ Tags

PhoneBurner, Zoho CRM, call tracking, call attempts, lead management, CRM updates, workflow automation, sales efficiency, outbound calling, dynamic lists, integration settings, call session updates

📝 Cleaned-Up Transcript

🎵 [Music Intro]

Hello there! Thank you for taking a moment to watch this video.

At PhoneBurner®, we’re all about helping you and your organization get more done in less time, and nothing highlights that more than our Zoho CRM integration.

We're constantly looking for ways to improve your workflow, and today I’m excited to share a powerful update—especially for teams working with contacts that have multiple phone numbers.

The Challenge:

When a contact has five, ten, or even fifteen phone numbers, you want to attempt reaching them through every number. However, you want that entire outreach effort to count as one attempt, not multiple.

For example, you might have a calling cadence that requires six, seven, or ten outreach attempts—and you don't want calling multiple numbers for the same contact to skew your stats.

The Solution:

We've introduced two new fields:

• Call Attempt Count

• Last Attempt Date and Time

These fields:

• Exist on Leads and Contacts.

• Update automatically as you make calls.

• Only increment the call attempt count once per contact within a one-hour window, even if you call multiple numbers.

How It Works:

In a dial session:

• If you call a contact multiple times within an hour, the attempt count only increases once.

• The Last Attempt Date and Time updates after the first call and ignores all additional calls within the hour.

For example:

• I called "Bucky the Winter Soldier" twice during my session.

• His Call Attempt Count only increased by one.

• Same for "Green Lantern."

Viewing in Zoho:

• If you're using dynamic list views, contacts you've just called will drop off the “due” list to keep your workflow clean.

• You can switch to a "Call Today" view to monitor call attempts and dates.

Minor Setup Required:

To use this new functionality:

1. Update to the latest version of the PhoneBurner extension for Zoho.

2. Exclude two fields from syncing back and forth in your PhoneBurner integration settings:

   • phoneburner0_call_attempt_count

   • phoneburner0_last_attempt_datetime

(This ensures old values don't overwrite new updates during synchronization.)

Note: Currently, you must apply these exclusions for each user, but automation for this will be improved in the future.

Why This Matters:

• More accurate call reporting.

• Cleaner data when working through call cadences.

• No over-inflation of call attempts.

• Better task management through dynamic lists.

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Thank you for taking a moment to watch this video. We hope this helps you and your organization become even more efficient using the power of PhoneBurner!

Thanks again—and happy dialing!

🎵 [Music Outro]