Create a new lead in Leadsquared when New Client in EasyPractice
Find a lead by email id in Leadsquared when New Client in EasyPractice
Find a lead by phone in Leadsquared when New Client in EasyPractice
Create activity on a lead in Leadsquared when New Client in EasyPractice
Triggers when a new client is created.
Create a lead in LeadSquared
Find a lead using email id
Find a lead using phone number
Post an Activity on a Lead
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
EasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.
Learn MoreLeadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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