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.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invite New Client
Add a new client to your workspace to start training.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
Client Connected
Triggers when a client completes the registration via the invite link
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
Workflow IDRequired
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)
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
Client's IDRequired
Resource Collection's IDRequired
