LeadConnector + WellnessLiving

Manage new WellnessLiving clients by updating opportunities in LeadConnector

Organize your lead management process with this WellnessLiving to LeadConnector workflow. When a new client is added to a group in WellnessLiving, a corresponding opportunity is created or updated in LeadConnector. This automation offers a seamless connection between your client database and your lead tracking, ensuring all new clients are promptly and effectively managed as potential opportunities.

When this happens...
Added to Client Group
Triggers when a client is added to a client group in WellnessLiving.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Business NameRequired
Trigger
Instant
Try It
- Business NameRequired
- Group NameRequired
Trigger
Instant
Try It
- Business NameRequired
- First NameRequired
- Last NameRequired
- Email
- Cell Phone
- Date of Birth
- Address
Action
Write
- Business NameRequired
- Group NameRequired
- EmailRequired
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It

- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Business NameRequired
- Group NameRequired
Trigger
Instant
Try It
- Business NameRequired
- FieldRequired
Trigger
Instant
Try It
- Business NameRequired
- Group NameRequired
- EmailRequired
Action
Write
- Business NameRequired
- FieldRequired
- EmailRequired
- Field Value
Action
Write
- First 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
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write