Update LeadConnector opportunities when bookings are cancelled in Practice Better
Stay on top of your business opportunities with this workflow. When a booking is cancelled in Practice Better, it activates the Updating Opportunity feature in LeadConnector. This smooth process ensures you promptly track changes in booking status and effortlessly manage your sales opportunities in real time. No more manual updates needed, reducing time spent on administrative tasks.
Stay on top of your business opportunities with this workflow. When a booking is cancelled in Practice Better, it activates the Updating Opportunity feature in LeadConnector. This smooth process ensures you promptly track changes in booking status and effortlessly manage your sales opportunities in real time. No more manual updates needed, reducing time spent on administrative tasks.
- When this happens...Cancelled Booking
Triggers when a booking is cancelled.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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