LeadConnector + Thryv
Create new Thryv clients when LeadConnector pipeline stages change
Boost your efficiency with this streamlined automation that connects LeadConnector and Thryv. Whenever there's a change in the pipeline stage within LeadConnector, a new client is instantly created in Thryv. This ensures that your client data remains consistent across platforms, saving time and reducing potential errors. The transfer of data is smooth, eliminating the need for manual input.
Boost your efficiency with this streamlined automation that connects LeadConnector and Thryv. Whenever there's a change in the pipeline stage within LeadConnector, a new client is instantly created in Thryv. This ensures that your client data remains consistent across platforms, saving time and reducing potential errors. The transfer of data is smooth, eliminating the need for manual input.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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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
New Appointment
Triggers when a new appointment is created.
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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
New Client
Triggers when new client is created.
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