LeadConnector + Trafft
Add new Trafft bookings to a LeadConnector campaign as leads when completed
Streamline your booking and lead management process with this efficient workflow. When a booking is completed in Trafft, it seamlessly adds a new lead to a specific campaign in the LeadConnector app. This process not only enhances your marketing efforts but also saves you time, ensuring no potential customer falls through the cracks.
Streamline your booking and lead management process with this efficient workflow. When a booking is completed in Trafft, it seamlessly adds a new lead to a specific campaign in the LeadConnector app. This process not only enhances your marketing efforts but also saves you time, ensuring no potential customer falls through the cracks.
- When this happens...Booking Completed
Triggers when a new booking is made.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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Booking Canceled
Triggers when a booking is canceled.
Try ItBooking Rescheduled
Triggers when a booking is rescheduled.
Try ItCustomer Created
Triggers when a new customer 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
Booking Completed
Triggers when a new booking is made.
Try ItBooking Status Changed
Triggers when a booking status is changed.
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
