GymMaster + LeadConnector

Create and update LeadConnector opportunities when new service bookings occur in GymMaster

When a new service booking is made in GymMaster, this workflow ensures an efficient follow-up process by adding or updating an opportunity in LeadConnector. This smooth automation allows for a quick transition of new customers to potential leads, ensuring no opportunity is missed. The result is a swift, effective and streamlined operation, enhancing both your customer service and sales management.

When this happens...
New Service Booking
Triggers on a new service booking.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Approaching Service Booking
Triggers on the day of a service booking.
Trigger
Polling
Try It
- Membership Type
- Membership Type Category
Trigger
Polling
Try It
- Task Type
Trigger
Polling
Try It
Expired Membership Add-On
Triggers when a membership add-on expires, will not trigger when cancelled.
Trigger
Polling
Try It
New Class Booking
Triggers on a new class booking.
Trigger
Polling
Try It

New Member
Triggers on New Member.
Trigger
Polling
Try It
New Service Booking
Triggers on a new service booking.
Trigger
Polling
Try It

New Prospect
Triggers on a new prospect.
Trigger
Polling
Try It
- Start Date and TimeRequired
- End Date and TimeRequired
- First NameRequired
- SurnameRequired
- Company IDRequired
- Service IDRequired
- Resource IDRequired
- Staff ID
- Email
- Cellphone Number
- Notes
- Booking Price
Action
Write
- First NameRequired
- SurnameRequired
- EmailRequired
- Company IDRequired
- Cellphone Number
- Gender
- Address
- Suburb
- City
- Postal Code
- Country
- Date of Birth
- Notes
- Fitness Goal
- Sales Rep Name
- Custom Dropdown 1
- Emergency Contact Firstname
- Emergency Contact Surname
- Member Photo
- Promotion ID
Action
Write
- 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
- 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)
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

Canceled Class Booking
Triggers on Canceled class booking.
Trigger
Polling
Try It
Canceled Service Booking
Triggers on Canceled service booking.
Trigger
Polling
Try It
- Membership Type
- Membership Type Category
Trigger
Polling
Try It
New Measurement
Triggers when a new measurement is made.
Trigger
Polling
Try It
New Class Member Enrollment
Triggers when a member is booked into a class.
Trigger
Polling
Try It
- Membership Type
- Membership Type Category
- Hidden Membership Types Only
- Trigger EventRequired
Trigger
Polling
Try It
New Staff
Triggers on New Staff member.
Trigger
Polling
Try It
New Visitor Entry
Triggers on a new visitor_entry.
Trigger
Polling
Try It
- Member IDRequired
- Date of Measurment
- Notes
- Name of measurement 1
- Measurement Value 1
- Name of measurement 2
- Measurement Value 2
- Name of measurement 3
- Measurement Value 3
- Name of measurement 4
- Measurement Value 4
- Name of measurement 5
- Measurement Value 5
- Name of measurement 6
- Measurement Value 6
- Name of measurement 7
- Measurement Value 7
- Name of measurement 8
- Measurement Value 8
- Name of measurement 9
- Measurement Value 9
- Name of measurement 10
- Measurement Value 10
- Name of measurement 11
- Measurement Value 11
- Name of measurement 12
- Measurement Value 12
- Name of measurement 13
- Measurement Value 13
- Name of measurement 14
- Measurement Value 14
- Name of measurement 15
- Measurement Value 15
Action
Write
- 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