EasyPractice + LeadConnector
Add/update contacts in LeadConnector for every new appointment in EasyPractice
Simplify your workflow with this integration between EasyPractice and LeadConnector. When a new appointment is set in EasyPractice, it intuitively creates or updates a contact in LeadConnector. No longer worry about manual data entries or missing potential leads. It's a smart solution for maintaining seamless communication with your clients.
Simplify your workflow with this integration between EasyPractice and LeadConnector. When a new appointment is set in EasyPractice, it intuitively creates or updates a contact in LeadConnector. No longer worry about manual data entries or missing potential leads. It's a smart solution for maintaining seamless communication with your clients.
- When this happens...New Appointment
Triggers when a new appointment 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
