Gymdesk + LeadConnector
Create Gymdesk bookings when updated LeadConnector pipeline stages change
Ensure efficient follow-ups on your leads with this automation. As soon as a stage change occurs for a lead in the LeadConnector app, a new booking is instantly created in the Gymdesk app. This not only streamlines your workflow but also eliminates any chances of miscommunication, making your lead management efforts more productive.
Ensure efficient follow-ups on your leads with this automation. As soon as a stage change occurs for a lead in the LeadConnector app, a new booking is instantly created in the Gymdesk app. This not only streamlines your workflow but also eliminates any chances of miscommunication, making your lead management efforts more productive.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Booking
Create a booking for a member / visitor or prospect in your account
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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
Check In
Triggers when a member, visitor or lead checks-in to a session.
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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
New Lead
Triggers when a new lead is created.
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