LeadConnector + Time To Pet
Create or update LeadConnector contacts when new or updated clients appear in Time To Pet
Effortlessly manage your client updates and leads with this efficient workflow. When a client is created or updated in Time To Pet, a corresponding contact will be added or updated in the LeadConnector app. This simplifies your business processes, ensuring consistent information across platforms, and saves you valuable time usually spent in manual data entry. Boost your business productivity with this seamless automation.
Effortlessly manage your client updates and leads with this efficient workflow. When a client is created or updated in Time To Pet, a corresponding contact will be added or updated in the LeadConnector app. This simplifies your business processes, ensuring consistent information across platforms, and saves you valuable time usually spent in manual data entry. Boost your business productivity with this seamless automation.
- When this happens...Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
- 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
