Create new Kartra leads from newly added WellnessLiving client groups
Easily manage your client group and prospective client communications efficiently. With this workflow, when a new addition is made to your Client Group in WellnessLiving, it promptly creates a new lead in your Kartra system. It's a quick way of enhancing your client management, saving you time from manual data entry and ensuring no potential client falls through the cracks.
Easily manage your client group and prospective client communications efficiently. With this workflow, when a new addition is made to your Client Group in WellnessLiving, it promptly creates a new lead in your Kartra system. It's a quick way of enhancing your client management, saving you time from manual data entry and ensuring no potential client falls through the cracks.
- When this happens...Added to Client Group
Triggers when a client is added to a client group in WellnessLiving.
- automatically do this!Create New Lead
Creates a new lead in your Kartra account.
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