LeadConnector + RepCard
Update LeadConnector contacts every time new appointments are set in RepCard
Streamline your scheduling and lead management process with this workflow. When an appointment is set in RepCard, it simultaneously updates or adds the contact in LeadConnector. This seamless coordination saves time and ensures your contact list is always up-to-date with the latest information. Make the most out of every appointment with this efficient workflow.
Streamline your scheduling and lead management process with this workflow. When an appointment is set in RepCard, it simultaneously updates or adds the contact in LeadConnector. This seamless coordination saves time and ensures your contact list is always up-to-date with the latest information. Make the most out of every appointment with this efficient workflow.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
