HubFit + LeadConnector
Run onboarding flows in HubFit when pipeline stages change in LeadConnector
Easily manage your transitions with this simple workflow. When a stage change occurs in your LeadConnector pipeline, this triggers the onboarding flow in your HubFit app. This automatic process allows you to streamline your operations, improving efficiency in managing leads and onboarding. Take the hassle out of multi-step processes with this seamless solution.
Easily manage your transitions with this simple workflow. When a stage change occurs in your LeadConnector pipeline, this triggers the onboarding flow in your HubFit app. This automatic process allows you to streamline your operations, improving efficiency in managing leads and onboarding. Take the hassle out of multi-step processes with this seamless solution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Run Onboarding Flow
Run Onboarding Flow for a Client
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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
New Client Added
Triggers when a new client has been added.
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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
Client Added Metric
Triggers when a client adds a metric.
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