Everfit + LeadConnector
Register clients in Everfit via public invite link when pipeline stages change in LeadConnector
Effortlessly manage your clients with this simplified workflow. When a change occurs in the stage of your LeadConnector pipeline, this automation will initiate the Register Client by Public Invite Link process in the Everfit app. This allows you to immediately process and onboard new clients, saving you time and effort in your fitness management duties. Experience a smooth transition from lead to client with this seamless integration.
Effortlessly manage your clients with this simplified workflow. When a change occurs in the stage of your LeadConnector pipeline, this automation will initiate the Register Client by Public Invite Link process in the Everfit app. This allows you to immediately process and onboard new clients, saving you time and effort in your fitness management duties. Experience a smooth transition from lead to client with this seamless integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Register Client by Public Invite Link
Register a client to your workspace and select the coach to assign to client to.
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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
