LeadConnector + PTminder
Create and update LeadConnector contacts when new PTminder clients are added
Easily manage your contacts in LeadConnector whenever a new client is created in PTminder with this efficient workflow. Whenever a new client is added to PTminder, this automation will either update an existing contact or create a new one in LeadConnector, ensuring your contact database stays up-to-date and organized. Save time spent on manual data entry and focus on delivering an exceptional client experience instead.
Easily manage your contacts in LeadConnector whenever a new client is created in PTminder with this efficient workflow. Whenever a new client is added to PTminder, this automation will either update an existing contact or create a new one in LeadConnector, ensuring your contact database stays up-to-date and organized. Save time spent on manual data entry and focus on delivering an exceptional client experience instead.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Class Created
Triggers when a class booking is created.
Try ItClient Created
Triggers when a new client is created.
Try ItClient Membership Assigned
Triggers when a client membership is assigned/purchased.
Try ItClient Membership Ended
Triggers when a client membership ends due to the expiration date.
Try It
