LeadConnector + MemberPress
Create MemberPress transactions when pipeline stages change in LeadConnector
Easily manage your memberships with this workflow. When a pipeline stage changes in LeadConnector, a subsequent transaction is instantly created in MemberPress. Perfect for businesses managing multiple memberships, this set up not only saves time but also ensures data consistency and accuracy, eliminating the chance of lost or overlooked transactions.
Easily manage your memberships with this workflow. When a pipeline stage changes in LeadConnector, a subsequent transaction is instantly created in MemberPress. Perfect for businesses managing multiple memberships, this set up not only saves time but also ensures data consistency and accuracy, eliminating the chance of lost or overlooked transactions.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Transaction
Create a Transaction 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.
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
Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
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