LeadConnector + Trafft
Manage newly completed Trafft bookings by updating opportunities in LeadConnector
Ensure every completed booking in Trafft seamlessly connects with LeadConnector by updating or adding new opportunities. This workflow makes efficiently managing leads and booking records simple, providing a clear view of your client engagement. Never miss out on potential leads and stay on top of your business growth.
Ensure every completed booking in Trafft seamlessly connects with LeadConnector by updating or adding new opportunities. This workflow makes efficiently managing leads and booking records simple, providing a clear view of your client engagement. Never miss out on potential leads and stay on top of your business growth.
- When this happens...Booking Completed
Triggers when a new booking is made.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Booking Canceled
Triggers when a booking is canceled.
Try ItBooking Rescheduled
Triggers when a booking is rescheduled.
Try ItCustomer Created
Triggers when a new customer is created.
Try ItFirst 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
Booking Completed
Triggers when a new booking is made.
Try ItBooking Status Changed
Triggers when a booking status is changed.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
