Create tasks in LeadConnector when new tags are added to clients in ABC Trainerize
Streamline your client management process with this efficient setup. As soon as you tag a client in ABC Trainerize, a corresponding task is created in LeadConnector. This swift transfer of information ensures you are always up to date with client activities across both platforms. Maximize the potential of both ABC Trainerize and LeadConnector with this straightforward workflow.
Streamline your client management process with this efficient setup. As soon as you tag a client in ABC Trainerize, a corresponding task is created in LeadConnector. This swift transfer of information ensures you are always up to date with client activities across both platforms. Maximize the potential of both ABC Trainerize and LeadConnector with this straightforward workflow.
- When this happens...Tag Added to a Client
Triggers when a tag added to client.
- automatically do this!Add Task
Adds a task to the account.
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