LeadConnector + WellnessLiving
Update contacts in LeadConnector when clients are removed from groups in WellnessLiving
Maintain your lead management process without missing a beat. This workflow initiates whenever a member is removed from a client group in WellnessLiving. As a result, it will accurately introduce or update the contact details within the LeadConnector platform. This seamless integration ensures your teams are routinely updated, allowing them to efficiently track and manage exiting and prospective members, thus enhancing your CRM efficiencies.
Maintain your lead management process without missing a beat. This workflow initiates whenever a member is removed from a client group in WellnessLiving. As a result, it will accurately introduce or update the contact details within the LeadConnector platform. This seamless integration ensures your teams are routinely updated, allowing them to efficiently track and manage exiting and prospective members, thus enhancing your CRM efficiencies.
- When this happens...Removed From Client Group
Triggers when a client is removed from a client group in WellnessLiving.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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