Manage new Thryv clients by adding or updating opportunities in LeadConnector
Connect Thryv to LeadConnector with this simple yet powerful workflow. Whenever you get a new client in Thryv, the system will conveniently add or update an opportunity in LeadConnector. It's the perfect tool to streamline your client management by ensuring important details are transferred without delay. Leverage this automation to save time and maintain up-to-date records.
Connect Thryv to LeadConnector with this simple yet powerful workflow. Whenever you get a new client in Thryv, the system will conveniently add or update an opportunity in LeadConnector. It's the perfect tool to streamline your client management by ensuring important details are transferred without delay. Leverage this automation to save time and maintain up-to-date records.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired