WellnessLiving and Salesflare

How to connect WellnessLiving

When lead Profile Created in WellnessLiving, find or create contact in Salesflare.
When added to Client Group in WellnessLiving, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Profile Updated in WellnessLiving, find or create account, then find or create contact, then add contact to account in Salesflare.

WellnessLiving is a business management tool for online booking management, staff and resource scheduling, point of sale and detailed reporting.

Start a workflow when this happens

Added to Client Group — Triggers when a client is added to a client group in WellnessLiving.
Client Profile Updated — Triggers when a client profile field is updated in WellnessLiving.
Lead Profile Created — Triggers when a lead profile is created in WellnessLiving.
Removed From Client Group — Triggers when a client is removed from a client group in WellnessLiving.

Things Salesflare can make it do

Add to Client Group — Add a client to a specific client group in WellnessLiving.
Create Lead Profile — Create a new profile in WellnessLiving.
Remove From Client Group — Remove a client from a specific client group in WellnessLiving.
Update Client Profile — Update the value of a system default or custom profile field in WellnessLiving.

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