ClubPlanner + LeadConnector
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.
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.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Prospect
Add a prospect to ClubPlanner
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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
First name
Last nameRequired
PhoneRequired
Email
Address
Postal Code
City
Source of the prospectRequired
Sub source
Remarks
Sales category
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Type of prospectRequired
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
