ABC Trainerize + LeadConnector

Update and assign assignments in ABC Trainerize when pipeline stages change in LeadConnector

Initiate a seamless transition of tasks with this efficient workflow. When a lead progresses in the Pipeline Stage within LeadConnector, it instantly prompts the 'Assign To' function in the ABC Trainerize app. This smooth process ensures that every progression doesn't go unnoticed and each lead is promptly attended to in ABC Trainerize, optimizing productivity and lead management.

Initiate a seamless transition of tasks with this efficient workflow. When a lead progresses in the Pipeline Stage within LeadConnector, it instantly prompts the 'Assign To' function in the ABC Trainerize app. This smooth process ensures that every progression doesn't go unnoticed and each lead is promptly attended to in ABC Trainerize, optimizing productivity and lead management.

  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
    Assign To

    Assigns a client to a trainer.

    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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abc-trainerize logo

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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