LeadConnector + Meevo

LeadConnector + Meevo integrations

Complete appointments in Meevo to update or add opportunities in LeadConnector

"Keep track of client interactions from Meevo appointments with this swift and effective workflow. As soon as an appointment is completed in Meevo, this automation creates or updates an opportunity in LeadConnector, ensuring you never miss a lead or potential sale. Benefit from organized client communication and sales efforts with this simple solution."

When this happens...
Appointment Completed (Checked Out)Triggers when an appointment gets checked out.
TriggerInstant
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Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Meevo and LeadConnector

Discover other triggers and actions you can use with Meevo and LeadConnector

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.
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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.
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Client Updated
Triggers when a client gets updated.
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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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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.
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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 Pipeline
  Required
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- 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.

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Marketing Automation

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About Meevo

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

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

LeadConnector + Meevo

LeadConnector + Meevo

Complete appointments in Meevo to update or add opportunities in LeadConnector

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