LeadConnector + Time To Pet
Create and manage LeadConnector opportunities when new prospects are added in Time To Pet
Streamline your sales operations by effortlessly updating LeadConnector whenever a new prospect is added in Time To Pet. This simple automation ensures that all potential clients are promptly accounted for in your sales pipeline, allowing you to focus on nurturing strong client relationships. Keep your sales strategy up-to-date and prevent any prospect from slipping through the cracks.
Streamline your sales operations by effortlessly updating LeadConnector whenever a new prospect is added in Time To Pet. This simple automation ensures that all potential clients are promptly accounted for in your sales pipeline, allowing you to focus on nurturing strong client relationships. Keep your sales strategy up-to-date and prevent any prospect from slipping through the cracks.
- 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/Update Opportunity
Adds or updates an existing opportunity.
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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
