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ClubPlanner + Perspective

ClubPlanner + Perspective

ClubPlanner + Perspective integrations

Add new Perspective leads to ClubPlanner as prospects

This workflow kicks into action when you acquire a new lead via the Perspective app, instantly adding it as a prospect in the ClubPlanner app. By adopting this simple, automated workflow, you'll never miss out on tracking potential members in your gym or fitness club. Not only does it streamline your process, but it also saves you time and ensures accuracy in transferring lead information.

  1. When this happens...
    New Lead via Funnel
    New Lead via Funnel
    New Lead via FunnelTriggers when a new lead is created via a funnel.
  2. automatically do this!
    Add Prospect
    Add Prospect
    Add ProspectAdd a prospect to ClubPlanner
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More things you can do with Perspective and ClubPlanner

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

    • Funnel
      Required
    Trigger
    Instant
    Try It
    • Funnel
      Required
    Action
    Write
    • Funnel
      Required
    Trigger
    Instant
    Try It
    • 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
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About ClubPlanner
ClubPlanner let's you manage your new sales and retention better!
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About Perspective
Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
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