LeadConnector + WellnessLiving

Create tasks in LeadConnector when new clients are added to groups in WellnessLiving

Organize your leads in an efficient manner once they're part of your client group in the WellnessLiving app. With this workflow, new tasks in the LeadConnector app are created when additions to your client group take place in WellnessLiving. This seamless process ensures no lead is left behind, enhancing your productivity, and allowing you to focus on nurturing your leads effectively.

When this happens...
Added to Client Group
Triggers when a client is added to a client group in WellnessLiving.
TriggerInstant
automatically do this!
Add Task
Adds a task to the account.
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