LeadConnector + Whole Practice
Manage completed Whole Practice forms by updating contacts in LeadConnector
Streamline your lead management process with this efficient workflow. Whenever a form or questionnaire is completed in Whole Practice, it immediately updates or adds a new contact in LeadConnector. Save time and effort manually transferring this data, ensuring your sales team always has the latest lead information at their fingertips. This automation helps you focus on converting your leads, rather than managing them.
Streamline your lead management process with this efficient workflow. Whenever a form or questionnaire is completed in Whole Practice, it immediately updates or adds a new contact in LeadConnector. Save time and effort manually transferring this data, ensuring your sales team always has the latest lead information at their fingertips. This automation helps you focus on converting your leads, rather than managing them.
- When this happens...Completed Form or Questionnaire
Triggers when a client completes a form or questionnaire.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Completed Form or Questionnaire
Triggers when a client completes a form or questionnaire.
Try ItNew Client Added
Triggers when a new client 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
New Appointment Booked
Triggers when a new appointment is booked in Whole Practice.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Form/QuestionnaireRequired
Send Email NotificationRequired
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)
