LeadConnector + Meevo

Create new LeadConnector opportunities when clients are added in Meevo

Elevate your client management process with this seamless workflow. Whenever a new client is added in Meevo, it immediately updates or creates an opportunity in LeadConnector, keeping your sales pipeline updated. This integration enables you to focus more on client relationships rather than data entry, enhancing efficiency in lead management.

When this happens...
Client Created
Triggers when a new client gets created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Appointment Started (Checked In)
Triggers when an appointment is checked in.
Trigger
Instant
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Appointment Created
Triggers when an appointment service gets created.
Trigger
Instant
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Appointment Updated
Triggers when an appointment gets updated.
Trigger
Instant
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Client Created
Triggers when a new client gets created.
Trigger
Instant
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Client Merge
Triggers when a client gets merged.
Trigger
Instant
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Client Package Redeemed
Triggers when a new client package gets redeemed.
Trigger
Instant
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Client Updated
Triggers when a client gets updated.
Trigger
Instant
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- 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
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Appointment Completed (Checked Out)
Triggers when an appointment gets checked out.
Trigger
Instant
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Appointment Deleted
Triggers when appointment gets deleted.
Trigger
Instant
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Client Communication Preferences Update
Triggers when a client updates their communication preferences.
Trigger
Instant
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Client Deleted
Triggers when a client gets deleted.
Trigger
Instant
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Client Package Created
Triggers when a new client package gets created.
Trigger
Instant
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Client Package Updated
Triggers when a new client package gets updated.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Meevo

Meevo is a cloud-based business management software for MedSpas, Salons, and Spas, offering scheduling, POS, employee management, product tracking, and more.

Related categories

Scheduling & Booking

LeadConnector + Meevo

Create new LeadConnector opportunities when clients are added in Meevo

Supported triggers and actions

Appointment Started (Checked In)

Appointment Created

Appointment Updated

Client Created

Client Merge

Client Package Redeemed

Client Updated

Add/Update Contact

Add Lead to Workflow

Add Task

Appointment Completed (Checked Out)

Appointment Deleted

Client Communication Preferences Update

Client Deleted

Client Package Created

Client Package Updated

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About LeadConnector

Related categories

Similar apps

Zapier Forms

About Meevo

Related categories

Related Zap Templates

Related Zap Templates