Appointy + LeadConnector
Add or update LeadConnector opportunities when new Appointy appointments are scheduled
"Seize every opportunity in real-time with this automated workflow. When a new appointment is scheduled in the Appointy app, an opportunity is immediately added or updated in the LeadConnector app. This helps ensure you're always aware of potential leads and can quickly act on promising opportunities, eliminating manual data entry and improving lead management efficiency."
"Seize every opportunity in real-time with this automated workflow. When a new appointment is scheduled in the Appointy app, an opportunity is immediately added or updated in the LeadConnector app. This helps ensure you're always aware of potential leads and can quickly act on promising opportunities, eliminating manual data entry and improving lead management efficiency."
- When this happens...New Appointment
Triggers when an appointment is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItAppointment Changed
Triggers when an appointment is updated (Rescheduled, Staff changed, Duration changed).
Try ItFirst NameRequired
Last NameRequired
Mobile NumberRequired
EmailRequired
Timezone
Country
Region
City
Street Address
Zip Code
Home Phone
Work Phone
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
New Appointment
Triggers when an appointment is created.
Try ItNew Customer
Triggers when a new customer is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
