LeadConnector + Rezdy
Create and update LeadConnector contacts when new customers are added in Rezdy
Easily stay on top of your customer management with this automation. When a new customer is added in Rezdy, it will smoothly update or add the same contact in LeadConnector. It's an ideal workflow for businesses that want to streamline the process of maintaining consistent customer data across platforms, saving you time and eliminating the need for manual data entry.
Easily stay on top of your customer management with this automation. When a new customer is added in Rezdy, it will smoothly update or add the same contact in LeadConnector. It's an ideal workflow for businesses that want to streamline the process of maintaining consistent customer data across platforms, saving you time and eliminating the need for manual data entry.
- When this happens...Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
Try ItOrder Updated
Triggers when an existing order is updated.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
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)
Order Created
Triggers when a new order is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
