LeadConnector + WeTravel
Add new WeTravel customers as contacts in LeadConnector
Whenever a new customer engages with your business through WeTravel, this workflow ensures they're instantly recognized in LeadConnector. It streamlines the manual labor of transferring information between platforms, making your customer relationship management efforts more efficient. Embrace this smart solution to update your contact records in real-time and stay on top of your business growth.
Whenever a new customer engages with your business through WeTravel, this workflow ensures they're instantly recognized in LeadConnector. It streamlines the manual labor of transferring information between platforms, making your customer relationship management efforts more efficient. Embrace this smart solution to update your contact records in real-time and stay on top of your business growth.
- When this happens...New Customer
Triggers when a new customer is added.
- 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
