ABC Trainerize + LeadConnector
Deactivate clients in ABC Trainerize when stages are updated in LeadConnector
Streamline your workflow between LeadConnector and ABC Trainerize. With this setup, each time a pipeline stage is altered in LeadConnector, it prompts the corresponding client status to deactivate in ABC Trainerize. This automation saves you the hassle of manually updating client statuses, ensuring a more efficient and seamless client management.
Streamline your workflow between LeadConnector and ABC Trainerize. With this setup, each time a pipeline stage is altered in LeadConnector, it prompts the corresponding client status to deactivate in ABC Trainerize. This automation saves you the hassle of manually updating client statuses, ensuring a more efficient and seamless client management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Deactivate Client
Changes the status of a client to Deactivated.
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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.
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