ABC Trainerize + LeadConnector
Update and create new clients in ABC Trainerize when pipeline stages change in LeadConnector
When a pipeline stage changes in LeadConnector, this workflow quickly alters client data in ABC Trainerize. This eliminates manual data transfer between the two apps, giving you more time to focus on the most important tasks. Gain the edge by keeping your client information up-to-date and ready for action in your fitness training management.
When a pipeline stage changes in LeadConnector, this workflow quickly alters client data in ABC Trainerize. This eliminates manual data transfer between the two apps, giving you more time to focus on the most important tasks. Gain the edge by keeping your client information up-to-date and ready for action in your fitness training management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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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
Product
Try It
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
Workflow IDRequired
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
Cardio Completed
Triggers when a cardio is completed.
Try It
