LeadConnector + RepCard
Manage new RepCard appointment outcomes by updating contacts in LeadConnector
Streamline your customer management process with this workflow. When an appointment outcome is registered in the RepCard app, it will instantly update or add contact details in the LeadConnector app. This automation enhances your efficiency, saving you time and ensuring that your contact information is always up-to-date. Maintain accurate records and stay organized without having to manually transfer information between platforms.
Streamline your customer management process with this workflow. When an appointment outcome is registered in the RepCard app, it will instantly update or add contact details in the LeadConnector app. This automation enhances your efficiency, saving you time and ensuring that your contact information is always up-to-date. Maintain accurate records and stay organized without having to manually transfer information between platforms.
- When this happens...Appointment Outcome
Triggers when a status is changed for an appointment.
- 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
