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.
- When this happens...New Lead via FunnelTriggers when a new lead is created via a funnel.
- automatically do this!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
- FunnelRequired
Try ItTriggerInstant- FunnelRequired
ActionWrite
- FunnelRequired
Try ItTriggerInstant- 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
ActionWrite
Related categories
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