LeadConnector + WeTravel
Update LeadConnector contacts when leads are updated in WeTravel
Keep your sales team ahead of the game with this efficient workflow. Once an update occurs to a lead in WeTravel, a new or updated contact is instantaneously created in LeadConnector. This seamless flow of information helps ensure that your sales team has up-to-date records at all times, enhancing productivity, precision, and speed in your lead management.
Keep your sales team ahead of the game with this efficient workflow. Once an update occurs to a lead in WeTravel, a new or updated contact is instantaneously created in LeadConnector. This seamless flow of information helps ensure that your sales team has up-to-date records at all times, enhancing productivity, precision, and speed in your lead management.
- When this happens...Lead Updated
Triggers when a lead gets updated
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Lead Updated
Triggers when a lead gets updated
Try ItNew Lead
Triggers when a new lead is created.
Try ItTransaction Updated
Triggers whenever a transaction is updated, such as when rebooking to another trip.
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
Date of Birth
New Customer
Triggers when a new customer is added.
Try ItNew Transaction
Triggers when a new transaction is added.
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
