LeadConnector + WeTravel
Add new WeTravel leads to LeadConnector as contacts
Streamline your lead tracking process with this efficient workflow between WeTravel and LeadConnector. Whenever a new lead comes in through WeTravel, this automation promptly updates or adds the information as a contact in the LeadConnector system. This ensures that you're always working with the latest data, saving you time from manual transfer and enhancing your lead management proficiency.
Streamline your lead tracking process with this efficient workflow between WeTravel and LeadConnector. Whenever a new lead comes in through WeTravel, this automation promptly updates or adds the information as a contact in the LeadConnector system. This ensures that you're always working with the latest data, saving you time from manual transfer and enhancing your lead management proficiency.
- When this happens...New Lead
Triggers when a new lead is created.
- 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
