Add or update LeadConnector opportunities for new clients in Practice Better
Streamline your client management by integrating Practice Better with LeadConnector. When a new client is added in Practice Better, this workflow will update or generate an opportunity for the same in LeadConnector. This ensures your sales opportunities are always up-to-date, reducing time-consuming manual data entry and facilitating a smooth client onboarding process.
Streamline your client management by integrating Practice Better with LeadConnector. When a new client is added in Practice Better, this workflow will update or generate an opportunity for the same in LeadConnector. This ensures your sales opportunities are always up-to-date, reducing time-consuming manual data entry and facilitating a smooth client onboarding process.
- When this happens...New Client
Adds a new client to your account.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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