WellnessLiving and Salesflare
How to connect WellnessLiving
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- 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.
About WellnessLiving
WellnessLiving is a business management tool for online booking management, staff and resource scheduling, point of sale and detailed reporting.
WellnessLiving operations on Zapier
Triggers (4)
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.
Actions (4)
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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