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.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Archive Client
Archive a client so that client won't be counted towards your subscription plan.
- Free forever for core features
- 14 day trial for premium features & apps
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
