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.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    ABC TrainerizeABC Trainerize
    Remove From Groups

    Removes a client from groups.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
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About ABC Trainerize

ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.
Learn more

Related categories

  • Fitness
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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