Create opportunities in LeadConnector from new enrollments in Practice Better
Stay on top of new enrollments in the Practice Better app by using this workflow. As soon as a program enrollment is recorded, this automation will create or update an opportunity in the LeadConnector app. Streamlining your process like this can save you time and ensure that every new enrollment is quickly capitalized upon in your sales efforts.
Stay on top of new enrollments in the Practice Better app by using this workflow. As soon as a program enrollment is recorded, this automation will create or update an opportunity in the LeadConnector app. Streamlining your process like this can save you time and ensure that every new enrollment is quickly capitalized upon in your sales efforts.
- When this happens...Program Enrollment
Triggers when a client is enrolled in a program.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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