LeadConnector + MemberPress
Create new MemberPress members whenever pipeline stages change in LeadConnector
Streamline your sales pipeline processes with this handy workflow. Whenever a pipeline stage changes in LeadConnector, a new member will be instantly created in MemberPress. This automation not only saves valuable time but also ensures your membership database stays updated with your lead progression status, improving your operational efficiency.
Streamline your sales pipeline processes with this handy workflow. Whenever a pipeline stage changes in LeadConnector, a new member will be instantly created in MemberPress. This automation not only saves valuable time but also ensures your membership database stays updated with your lead progression status, improving your operational efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Member
Create a Member with the given field values.
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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
Course Completed
Triggers when a course is completed in MemberPress.
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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
Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
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