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ClubPlanner + LeadConnector

ClubPlanner + LeadConnector

ClubPlanner + LeadConnector integrations

Add new prospects to ClubPlanner when pipeline stages are updated in LeadConnector

Boost your lead management efficiency with this simple workflow. When a change occurs in your Pipeline Stage inside LeadConnector, this immediately translates to the addition of a prospect in ClubPlanner. This automation saves you time by eliminating the manual process of updating details across different platforms, ensuring your lead data remains consistent. Streamline your management process and stay on top of the game.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Add Prospect
    Add Prospect
    Add ProspectAdd a prospect to ClubPlanner
    ActionWrite
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More things you can do with LeadConnector and ClubPlanner

Discover other triggers and actions you can use with LeadConnector and ClubPlanner

    • In Pipeline
      Required
    • 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 Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
    • First name
    • Last name
      Required
    • Phone
      Required
    • Email
    • Address
    • Postal Code
    • City
    • Source of the prospect
      Required
    • Sub source
    • Remarks
    • Sales category
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Term
    • UTM Content
    • Type of prospect
      Required
    Action
    Write
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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 Title
      Required
    • Task Description
      Required
    • 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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About ClubPlanner
ClubPlanner let's you manage your new sales and retention better!
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Related categories
Sales & CRM
leadconnector logo
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreLearn moreHelpHelp
Related categories
Marketing Automation
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