Refound your company for the AI era at ZapConnect 2026. Save your spot →
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
- Free forever for core features
- 14 day trial for premium features & apps
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- Full name
- First name
- Last name prefix
- Last name
- PhoneRequired
- Mobile phone
- Email
- Address
- Postal Code
- City
- Gender
- Date of birth
- Source of the prospectRequired
- Sub source
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Remarks
- Appointment remark
- Sales category
- Location identifier
- Prospect ID
- External prospect ID
- Type of prospectRequired
ActionWrite
Related categories
Related categories




