Manage new MoonClerk plans by adding or updating contacts in LeadConnector
Streamline your client management with this efficient workflow. Once a new plan is initiated in MoonClerk, an updated or new contact is then added in LeadConnector. This smooth process ensures consistency of client information across your sales and billing apps, cutting down on time and potential data errors. It allows you to dedicate more resources to improving your sales and customer service strategies.
Streamline your client management with this efficient workflow. Once a new plan is initiated in MoonClerk, an updated or new contact is then added in LeadConnector. This smooth process ensures consistency of client information across your sales and billing apps, cutting down on time and potential data errors. It allows you to dedicate more resources to improving your sales and customer service strategies.
- When this happens...New Plan
Triggers when a new recurring plan is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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