Club Systems + LeadConnector
Create Club Systems prospects when LeadConnector stages change
Boost your efficiency with this streamlined workflow between LeadConnector and Club Systems. Whenever a pipeline stage change occurs in LeadConnector, it will instantly result in a new prospect being created in Club Systems. This workflow ensures a time-saving process, eliminating manual data entry and helping to keep your sales pipeline up-to-date. An ideal solution for those seeking to effortlessly maintain their customer relationship management.
Boost your efficiency with this streamlined workflow between LeadConnector and Club Systems. Whenever a pipeline stage change occurs in LeadConnector, it will instantly result in a new prospect being created in Club Systems. This workflow ensures a time-saving process, eliminating manual data entry and helping to keep your sales pipeline up-to-date. An ideal solution for those seeking to effortlessly maintain their customer relationship management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Prospect
Create a new Prospect in the system
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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
Member Check-In
Triggers when a member is checked-in.
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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
Class Checkin
Triggers when a member/guest checks into a class.
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