EasyPractice + LeadConnector
Create or update LeadConnector contacts when new clients are added in EasyPractice
Keep your client information up-to-date in LeadConnector when you secure a new client in EasyPractice. This helpful workflow updates your contact list in LeadConnector whenever a new client is added in EasyPractice, ensuring that your records consistently reflect your most recent client data. This automated process keeps your information current while minimizing manual data entry tasks.
Keep your client information up-to-date in LeadConnector when you secure a new client in EasyPractice. This helpful workflow updates your contact list in LeadConnector whenever a new client is added in EasyPractice, ensuring that your records consistently reflect your most recent client data. This automated process keeps your information current while minimizing manual data entry tasks.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Appointment
Triggers when a new appointment is created.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Invoice
Triggers when a new invoice 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
Date of Birth
Appointment Canceled
Triggers when an appointment is canceled.
Try ItClient Deactivated
Triggers when a client is deactivated.
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
