Create and update LeadConnector opportunities when new Practice Better packages are confirmed
Effortlessly manage and track your confirmed packages from Practice Better with this seamless automation. Whenever a package is confirmed in Practice Better, this workflow will add or update the corresponding opportunity in LeadConnector, ensuring your sales pipeline is always up to date and well-organized. Stay on top of your business processes and efficiently track your client progress without any manual intervention.
Effortlessly manage and track your confirmed packages from Practice Better with this seamless automation. Whenever a package is confirmed in Practice Better, this workflow will add or update the corresponding opportunity in LeadConnector, ensuring your sales pipeline is always up to date and well-organized. Stay on top of your business processes and efficiently track your client progress without any manual intervention.
- When this happens...Confirmed Package
Triggers when a package is confirmed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps