LeadConnector + Time To Pet
Create and update LeadConnector contacts when new prospects are created in Time To Pet
When you sign up a new prospect in the Time To Pet application, ensure that their details are captured efficiently in LeadConnector with this workflow. The process instantly transfers information from Time To Pet to create or update a contact in LeadConnector, saving valuable time and reducing manual data entry tasks. Benefit from a smooth, seamless exchange of data that allows your customer relationship management to thrive.
When you sign up a new prospect in the Time To Pet application, ensure that their details are captured efficiently in LeadConnector with this workflow. The process instantly transfers information from Time To Pet to create or update a contact in LeadConnector, saving valuable time and reducing manual data entry tasks. Benefit from a smooth, seamless exchange of data that allows your customer relationship management to thrive.
- 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 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
