EasyPractice + LeadConnector
Create new LeadConnector opportunities for new EasyPractice clients
Stay on top of your lead management in the LeadConnector app when you gain new clients in EasyPractice. Upon adding a new client to EasyPractice, this workflow will create or update an opportunity in LeadConnector. This streamlined process ensures you never miss a potential business opportunity, making your lead management more efficient and effective.
Stay on top of your lead management in the LeadConnector app when you gain new clients in EasyPractice. Upon adding a new client to EasyPractice, this workflow will create or update an opportunity in LeadConnector. This streamlined process ensures you never miss a potential business opportunity, making your lead management more efficient and effective.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
