LeadConnector + Trafft
Create and update LeadConnector contacts from completed Trafft bookings
Effortlessly manage your contacts as appointments are booked with this automation. With this workflow, whenever a booking is completed in Trafft, a contact will be added or updated in LeadConnector. This way, you can easily keep your leads and customer information organized and up-to-date without manual intervention.
Effortlessly manage your contacts as appointments are booked with this automation. With this workflow, whenever a booking is completed in Trafft, a contact will be added or updated in LeadConnector. This way, you can easily keep your leads and customer information organized and up-to-date without manual intervention.
- When this happens...Booking Completed
Triggers when a new booking is made.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Booking Canceled
Triggers when a booking is canceled.
Try ItBooking Rescheduled
Triggers when a booking is rescheduled.
Try ItCustomer Created
Triggers when a new customer is created.
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
Booking Completed
Triggers when a new booking is made.
Try ItBooking Status Changed
Triggers when a booking status is changed.
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
