Add new Time To Pet clients to LeadConnector campaigns
Boost your efficiency and never miss a potential opportunity with this nifty workflow. Whenever you create a new client in Time To Pet, it seamlessly adds them as a lead to a campaign in LeadConnector. Streamlining the process, this saves you time and ensures a prompt follow-up with your newly added clients. Deliver better services and cultivate client relationships with this seamless integration.
Boost your efficiency and never miss a potential opportunity with this nifty workflow. Whenever you create a new client in Time To Pet, it seamlessly adds them as a lead to a campaign in LeadConnector. Streamlining the process, this saves you time and ensures a prompt follow-up with your newly added clients. Deliver better services and cultivate client relationships with this seamless integration.
- When this happens...New Client Created
Triggers when a new client is created in Time To Pet.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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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