LeadConnector + WeTravel
Update contacts in LeadConnector for new WeTravel transactions
Keep your LeadConnector contact list updated with every fresh transaction from WeTravel. This workflow ensures seamless tracking of customer data, keeping your records current without any extra work. It's an efficient way to manage your customer relations, making your business operations more streamlined.
Keep your LeadConnector contact list updated with every fresh transaction from WeTravel. This workflow ensures seamless tracking of customer data, keeping your records current without any extra work. It's an efficient way to manage your customer relations, making your business operations more streamlined.
- When this happens...New Transaction
Triggers when a new transaction is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Lead Updated
Triggers when a lead gets updated
Try ItNew Lead
Triggers when a new lead is created.
Try ItTransaction Updated
Triggers whenever a transaction is updated, such as when rebooking to another trip.
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 Customer
Triggers when a new customer is added.
Try ItNew Transaction
Triggers when a new transaction is added.
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
