ClubPlanner + Perspective
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.
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.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Add Prospect
Add a prospect to ClubPlanner
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