Everfit + LeadConnector

Invite new clients in Everfit when pipeline stages change in LeadConnector

Streamline your sales and fitness management process with this workflow. When a lead progresses to a new stage in LeadConnector, an invitation is sent out to the client through Everfit, empowering swift communication and client engagement. This not only reduces manual task handling but also enhances coordination in your sales and fitness management cycle. Stay updated and nurture your potential clients effectively with this simple yet powerful automation.

Streamline your sales and fitness management process with this workflow. When a lead progresses to a new stage in LeadConnector, an invitation is sent out to the client through Everfit, empowering swift communication and client engagement. This not only reduces manual task handling but also enhances coordination in your sales and fitness management cycle. Stay updated and nurture your potential clients effectively with this simple yet powerful automation.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    EverfitEverfit
    Invite New Client

    Add a new client to your workspace to start training.

    ActionWrite
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Supported triggers and actions

    • 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
  • Everfit triggers, actions, and search

    Client Connected

    Triggers when a client completes the registration via the invite link

    Trigger
    Instant
    Try It
    • 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
    • Client's IDRequired

    • Resource Collection's IDRequired

    Action
    Write