Clubworx + LeadConnector

Generate and update LeadConnector opportunities from new Clubworx prospects

This workflow activates when you have a New Prospect in Clubworx, instantly creating or updating an Opportunity in LeadConnector. Streamline your sales process with this efficient automation that ensures valuable prospects are always followed up on. Improve your lead management by promptly transitioning new prospects into potential sales opportunities.

When this happens...
New Prospect
Triggers when a new prospect is added.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Member Archived
Triggers when a member is archived.
Trigger
Instant
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Non-Attending Contact Archived
Triggers when a non-attending contact is archived.
Trigger
Instant
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Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
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New Task
Triggers when a new task is added.
Trigger
Instant
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- Member Contact KeyRequired
- Membership PlanRequired
- Start Date
Action
Write

- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Date of Birth
- Address (line 1)
- Address (line 2)
- City/Suburb
- State
- Postcode
Action
Write
- Member Contact KeyRequired
- First Name
- Last Name
- Email
- Phone
- Date of Birth
- Member Number
- Address (line 1)
- Address (line 2)
- City/Suburb
- State
- Postcode
Action
Write

- Prospect Contact KeyRequired
- First Name
- Last Name
- Email
- Phone
- Date of Birth
- Address (line 1)
- Address (line 2)
- City/Suburb
- State
- Postcode
- Status
Action
Write
- Non-Attending Contact Key
- Non-Attending Contact Email
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Member
Triggers when a new member is added.
Trigger
Instant
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New Non-Attending Contact
Triggers when a new non-attending contact is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is added.
Trigger
Instant
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Task Updated
Triggers when a task is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Date of Birth
- Member Number
- Address (line 1)
- Address (line 2)
- City/Suburb
- State
- Postcode
- Membership Plan
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Date of Birth
- Address (line 1)
- Address (line 2)
- City/Suburb
- State
- Postcode
- Status
Action
Write
- Non-attending Contact KeyRequired
- First Name
- Last Name
- Email
- Phone
- Date of Birth
- Address (line 1)
- Address (line 2)
- City/Suburb
- State
- Postcode
Action
Write
- Member
- Member Email
Action
Search
- Prospect Contact Key
- Prospect Email
Action
Search
- 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
Action
Write
- CampaignRequired
- 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)
Action
Write
- 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
Action
Write