ABC Trainerize + LeadConnector
Update and remove groups in ABC Trainerize when pipeline stages change in LeadConnector
Keep your training programs in ABC Trainerize organized and efficient with this workflow. When a pipeline stage changes in LeadConnector, it instantaneously ensures that the associated client is removed from certain groups in ABC Trainerize. This enables streamlined management of your fitness programs by ensuring your client list in ABC Trainerize aligns perfectly with the stages of your sales pipeline in LeadConnector.
Keep your training programs in ABC Trainerize organized and efficient with this workflow. When a pipeline stage changes in LeadConnector, it instantaneously ensures that the associated client is removed from certain groups in ABC Trainerize. This enables streamlined management of your fitness programs by ensuring your client list in ABC Trainerize aligns perfectly with the stages of your sales pipeline in LeadConnector.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Remove From Groups
Removes a client from groups.
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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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