ABC Trainerize + LeadConnector
Update groups in ABC Trainerize when pipeline stages change in LeadConnector
This workflow initiates when a change happens to your pipeline stage in the LeadConnector system. In response, it adds the updated leads to a specified group in your ABC Trainerize platform. Not only does this streamline your workflow, it ensures your ABC Trainerize groups are always up-to-date with the most relevant leads, enhancing your business efficiency.
This workflow initiates when a change happens to your pipeline stage in the LeadConnector system. In response, it adds the updated leads to a specified group in your ABC Trainerize platform. Not only does this streamline your workflow, it ensures your ABC Trainerize groups are always up-to-date with the most relevant leads, enhancing your business efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add to Group
Add existing client to a group.
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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
