LeadConnector + Practice Better

Create/update LeadConnector opportunities for new confirmed Practice Better bookings

Easily manage your sales pipeline when a booking is confirmed in Practice Better by updating or creating an opportunity in LeadConnector. This seamless workflow allows you to keep all your leads organized and up-to-date, ensuring you never miss a chance to convert a booking into a successful sale. Stay on top of client bookings and maintain an efficient sales process with this time-saving automation.

When this happens...
Confirmed Booking
Triggers when a booking is confirmed.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- SKUs
Trigger
Instant
Try It
- SKUs
Trigger
Instant
Try It
New Client
Adds a new client to your account.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone
- Send invitation to join Practice Better?
- Forms to send
Action
Write
- 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
Action
Write

- CampaignRequired
- 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)
Action
Write
- 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
Action
Write

- SKUs
Trigger
Instant
Try It
- SKUs
Trigger
Instant
Try It
- SKUs
Trigger
Instant
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Practice Better

Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!

Related categories

Scheduling & Booking

LeadConnector + Practice Better

Create/update LeadConnector opportunities for new confirmed Practice Better bookings

Supported triggers and actions

Cancelled Booking

Confirmed Package

New Client

Add Client

Add/Update Contact

Add Lead to Campaign

Add Task

Confirmed Booking

Program Enrollment

Updated Booking

Pipeline Stage Changed

Add/Update Opportunity

Stop All Campaign's for Lead

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Practice Better

Related categories

Related Zap Templates

Related Zap Templates