LeadConnector + WellnessLiving

Add new WellnessLiving clients to campaigns as leads with LeadConnector

When a new member is added to a client group in WellnessLiving, let this workflow streamline your process by seamlessly adding a lead to a campaign in LeadConnector. This automation can save you time and ensure every new client is instantly contacted, enhancing your customer outreach and potential conversion. Utilize this workflow in your health management business to boost efficiency and maintain effective client communication.

When this happens...
Added to Client Group
Triggers when a client is added to a client group in WellnessLiving.
TriggerInstant
automatically do this!
Add Lead to Campaign
Adds a lead to an existing campaign.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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