LeadConnector + Thryv
Add new Thryv clients to LeadConnector as contacts
Streamline your client onboarding process with this easy workflow. When a new client is added in the Thryv app, it triggers an update to the contact details in the LeadConnector app. This efficient process ensures that your sales team will always have updated information at their fingertips, saving time and keeping customer profiles accurate in both apps.
Streamline your client onboarding process with this easy workflow. When a new client is added in the Thryv app, it triggers an update to the contact details in the LeadConnector app. This efficient process ensures that your sales team will always have updated information at their fingertips, saving time and keeping customer profiles accurate in both apps.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
