Kahunas + LeadConnector
Kahunas + LeadConnector
Kahunas + LeadConnector integrations
Create new Kahunas clients when pipeline stages change in LeadConnector
This workflow starts when a pipeline stage changes in LeadConnector. Upon activation, it seamlessly generates a new client in Kahunas. This automatic process saves your time and ensures that your Kahunas database is consistently updated in line with the status of leads in LeadConnector. Streamline your client management with this effective workflow and never miss adding a potential client to your Kahunas account.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New ClientCreates a client in Kahunas into your coach accounts.
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More things you can do with LeadConnector and Kahunas
Discover other triggers and actions you can use with LeadConnector and Kahunas
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Checkin Forms
This trigger brings all coach checkin forms
Try ItTriggerPolling
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Get Daily Checkin Forms
This trigger brings all coach Daily Checkin Forms
Try ItTriggerPolling
About Kahunas
Kahunas App helps Kahunas Coaches to handle and create their clients.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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