EasyPractice + LeadConnector
EasyPractice + LeadConnector
EasyPractice + LeadConnector integrations
Create or update LeadConnector contacts when new clients are added in EasyPractice
Keep your client information up-to-date in LeadConnector when you secure a new client in EasyPractice. This helpful workflow updates your contact list in LeadConnector whenever a new client is added in EasyPractice, ensuring that your records consistently reflect your most recent client data. This automated process keeps your information current while minimizing manual data entry tasks.
- When this happens...New ClientTriggers when a new client is created.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with EasyPractice and LeadConnector
Discover other triggers and actions you can use with EasyPractice and LeadConnector
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Client
Triggers when a new client is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - 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
- Date of Birth
ActionWrite
- Appointment Canceled
Triggers when an appointment is canceled.
Try ItTriggerPolling - Client Deactivated
Triggers when a client is deactivated.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite
About EasyPractice
EasyPractice is a platform for therapists and clinicians which handles your calendar, SMS reminders, online booking, journals, invoicing, payments and so much more.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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