LeadConnector + Time To Pet
Create leads in LeadConnector from new prospects in Time To Pet
When a new prospect is identified in Time To Pet, update your LeadConnector campaign swiftly and seamlessly. This workflow adds the new prospect details directly to your campaign, keeping all your marketing efforts up-to-date and efficient. Save time and ensure consistent contact records across your platforms with this simple automation.
When a new prospect is identified in Time To Pet, update your LeadConnector campaign swiftly and seamlessly. This workflow adds the new prospect details directly to your campaign, keeping all your marketing efforts up-to-date and efficient. Save time and ensure consistent contact records across your platforms with this simple automation.
- When this happens...New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
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 Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
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
