Create new leads in Kartra for every new client in Practice Better
When a new client arrives in Practice Better, make sure your Kartra system is always updated by deploying this workflow. It sets up a fresh lead in Kartra each time you add a client in Practice Better. Perfect for maintaining consistency between platforms, this automation ensures you'll have all the client information you need, exactly where you need it.
When a new client arrives in Practice Better, make sure your Kartra system is always updated by deploying this workflow. It sets up a fresh lead in Kartra each time you add a client in Practice Better. Perfect for maintaining consistency between platforms, this automation ensures you'll have all the client information you need, exactly where you need it.
- When this happens...New Client
Adds a new client to your account.
- automatically do this!Create New Lead
Creates a new lead in your Kartra account.
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