LeadConnector + Time To Pet
Create and manage LeadConnector contacts from new Time To Pet clients
Easily manage your new clients' details with this straightforward workflow. When you onboard a new client in Time To Pet, the contact information is instantly sent over to the LeadConnector, keeping your lead databank up to date. Not only does this simplify your onboarding process, but also ensures seamless contact tracking in your pet care business.
Easily manage your new clients' details with this straightforward workflow. When you onboard a new client in Time To Pet, the contact information is instantly sent over to the LeadConnector, keeping your lead databank up to date. Not only does this simplify your onboarding process, but also ensures seamless contact tracking in your pet care business.
- When this happens...New Client Created
Triggers when a new client is created in Time To Pet.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
