LeadConnector + MemberSpace
Create LeadConnector opportunities when new MemberSpace memberships arise
Easily keep track of new memberships in MemberSpace by creating or updating opportunities in LeadConnector. With this seamless workflow, whenever a new membership occurs in MemberSpace, the corresponding opportunity will be added or updated in LeadConnector. Stay organized and up-to-date with your membership data without any manual effort.
Easily keep track of new memberships in MemberSpace by creating or updating opportunities in LeadConnector. With this seamless workflow, whenever a new membership occurs in MemberSpace, the corresponding opportunity will be added or updated in LeadConnector. Stay organized and up-to-date with your membership data without any manual effort.
- When this happens...New Membership
Occurs when a member is added to a plan.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
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
Membership PlanRequired
Try ItUpdated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
Try ItIn 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
