Assign tags to new leads in Kartra when packages are confirmed in Practice Better
Streamline your business process by integrating Practice Better and Kartra seamlessly. When a package is confirmed in Practice Better, this workflow instantly assigns a tag to a lead in Kartra. This smooth process not only saves valuable time, but also ensures that all the details in your Kartra database are up-to-date, further enhancing your business prospects and lead-management strategy.
Streamline your business process by integrating Practice Better and Kartra seamlessly. When a package is confirmed in Practice Better, this workflow instantly assigns a tag to a lead in Kartra. This smooth process not only saves valuable time, but also ensures that all the details in your Kartra database are up-to-date, further enhancing your business prospects and lead-management strategy.
- When this happens...Confirmed Package
Triggers when a package is confirmed.
- automatically do this!Assign Tag to Lead
Assign a lead to tags in your Kartra account.
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