Climbo 2.0 + LeadConnector

Add new Climbo 2.0 clients to LeadConnector as updated contacts

Keep your contact list up-to-date with this convenient workflow. When you bring in new clients in the Climbo 2.0 app, it enables you to add or update their information in the LeadConnector app swiftly. It's an efficient method that ensures no contact falls through the cracks, maintaining your network intact and promoting seamless communication.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
Trial Ending Soon
Triggers when a customer’s subscription trial period is scheduled to end in 3 days.
Trigger
Instant
Try It
- Client IDRequired
- Plan IDRequired
Action
Write
- Client IDRequired
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It

- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Trial Ended
Triggers when a customer’s subscription trial period is ended.
Trigger
Instant
Try It
- EmailRequired
- Plan IDRequired
- Welcome Email
Action
Write
- Client IDRequired
- StatusRequired
Action
Write
- EmailRequired
Action
Search
- 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