EasyPractice + LeadConnector
EasyPractice + LeadConnector
EasyPractice + LeadConnector integrations
Create new LeadConnector opportunities for new EasyPractice clients
Stay on top of your lead management in the LeadConnector app when you gain new clients in EasyPractice. Upon adding a new client to EasyPractice, this workflow will create or update an opportunity in LeadConnector. This streamlined process ensures you never miss a potential business opportunity, making your lead management more efficient and effective.
- When this happens...New ClientTriggers when a new client is created.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier