LeadConnector + Zenoti
"create new guests in Zenoti whenever stages are updated in LeadConnector"
Stay up-to-date with changes in your sales pipeline with this workflow. When a lead progresses to a new stage in your LeadConnector process, the details are promptly updated within Zenoti, ensuring both systems are aligned. This automation eliminates the need for manual data entry, allowing your team to focus more on nurturing relationships with leads.
Stay up-to-date with changes in your sales pipeline with this workflow. When a lead progresses to a new stage in your LeadConnector process, the details are promptly updated within Zenoti, ensuring both systems are aligned. This automation eliminates the need for manual data entry, allowing your team to focus more on nurturing relationships with leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Guest
Creates a Guest
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In 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
Phone Number
Email
First Name
Last Name
Full Name
Appointment Complete
Triggers when a appointment is completed.
Try It
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
CampaignRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Appointment Group Create
Triggers when a appointment is completed.
Try It
