LeadConnector + Practice Better
Add new clients to Practice Better when LeadConnector pipeline stages change
Easily transfer your updated leads from LeadConnector to Practice Better with this seamless workflow. Whenever a pipeline stage changes in LeadConnector, a new client will be added to Practice Better, helping you keep your client database up-to-date and organized. Streamline your sales process and improve your lead management by integrating these apps through this automation.
Easily transfer your updated leads from LeadConnector to Practice Better with this seamless workflow. Whenever a pipeline stage changes in LeadConnector, a new client will be added to Practice Better, helping you keep your client database up-to-date and organized. Streamline your sales process and improve your lead management by integrating these apps through this automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Client
Add a new client to your account.
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In 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
Phone Number
Email
First Name
Last Name
Full Name
SKUs
Try It
First 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
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
SKUs
Try It
