Create guests in Zenoti whenever pipeline stages are updated in LeadConnector
Elevate your sales efficiency with this intuitive workflow between LeadConnector and Zenoti. With this integration, whenever there's a change in the pipeline stage within your LeadConnector, this triggers an immediate update on Zenoti, creating a new guest automatically. This lets your team monitor lead progression seamlessly, reduce manual updates, and focus primarily on nurturing vital leads. This efficient automation ensures real-time updates and optimizes your team's conversion efforts.
Elevate your sales efficiency with this intuitive workflow between LeadConnector and Zenoti. With this integration, whenever there's a change in the pipeline stage within your LeadConnector, this triggers an immediate update on Zenoti, creating a new guest automatically. This lets your team monitor lead progression seamlessly, reduce manual updates, and focus primarily on nurturing vital leads. This efficient automation ensures real-time updates and optimizes your team's conversion efforts.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Guest
Creates a Guest
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In 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
Phone Number
Email
First Name
Last Name
Full Name
Appointment Complete
Triggers when a appointment is completed.
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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
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)
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
Appointment Group Create
Triggers when a appointment is completed.
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