Everfit + LeadConnector

Archive clients in Everfit when pipeline stages are updated in LeadConnector

Streamline your fitness business operations with this seamless workflow. Upon any stage changes in LeadConnector, clients are promptly archived in Everfit, simplifying client management for fitness professionals. This process allows for enhanced focus on vital tasks, ensuring efficient operations and robust client control. It's an ideal solution for managing transitions smoothly and effectively.

Streamline your fitness business operations with this seamless workflow. Upon any stage changes in LeadConnector, clients are promptly archived in Everfit, simplifying client management for fitness professionals. This process allows for enhanced focus on vital tasks, ensuring efficient operations and robust client control. It's an ideal solution for managing transitions smoothly and effectively.

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

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    EverfitEverfit
    Archive Client

    Archive a client so that client won't be counted towards your subscription plan.

    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