Add or update LeadConnector contacts when staff are created or updated in Time To Pet
Streamline your team management with this efficient workflow. Whenever there's an update or new staff addition in Time To Pet, their contact information will be promptly reflected in LeadConnector. This not only saves time, but also ensures your contact list in LeadConnector is always up-to-date with the latest staffing changes. Keep your focus on providing excellent pet care service and let this handy automation handle your administrative tasks.
Streamline your team management with this efficient workflow. Whenever there's an update or new staff addition in Time To Pet, their contact information will be promptly reflected in LeadConnector. This not only saves time, but also ensures your contact list in LeadConnector is always up-to-date with the latest staffing changes. Keep your focus on providing excellent pet care service and let this handy automation handle your administrative tasks.
- When this happens...Staff Created or Updated
Triggers when a staff is created or 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