Kahunas + LeadConnector
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Client
Creates a client in Kahunas into your coach accounts.
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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
Checkin Forms
This trigger brings all coach checkin forms
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
Get Daily Checkin Forms
This trigger brings all coach Daily Checkin Forms
Try It
