Update opportunities in LeadConnector when new clients connect in Everfit
Maximize your outreach process by maintaining a seamless flow of data between Everfit and LeadConnector. With this workflow, whenever a new client connects inside Everfit, it efficiently creates an opportunity or updates an existing one within LeadConnector. This keeps your sales progression tab updated, saving you valuable time and ensuring you never miss out on any potential opportunities. Benefit from streamlined management and focus more on nurturing your leads rather than tedious data entry.
Maximize your outreach process by maintaining a seamless flow of data between Everfit and LeadConnector. With this workflow, whenever a new client connects inside Everfit, it efficiently creates an opportunity or updates an existing one within LeadConnector. This keeps your sales progression tab updated, saving you valuable time and ensuring you never miss out on any potential opportunities. Benefit from streamlined management and focus more on nurturing your leads rather than tedious data entry.
- When this happens...Client Connected
Triggers when a client completes the registration via the invite link
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Client Connected
Triggers when a client completes the registration via the invite link
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