LeadConnector + Symmio
Assign wellness programs in Symmio when pipeline stages change in LeadConnector
Stay on top of your potential leads and their wellness journey by utilizing this streamlined workflow. Whenever a lead's status changes within LeadConnector, the workflow will efficiently assign a wellness program for that lead in Symmio. By doing so, you are ensuring your leads receive immediate attention and tailored wellness plans, enhancing their engagement and experience.
Stay on top of your potential leads and their wellness journey by utilizing this streamlined workflow. Whenever a lead's status changes within LeadConnector, the workflow will efficiently assign a wellness program for that lead in Symmio. By doing so, you are ensuring your leads receive immediate attention and tailored wellness plans, enhancing their engagement and experience.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Assign Wellness Program
Assigns a wellness program to the user.
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In 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
Completed Baseline Assessment
Triggers when a user completes their baseline assessment.
Try It
First 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
Date of Birth
Workflow IDRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Completed Daily To-Do's Notification
Triggers when a user completes their daily to-do's.
Try It
