LeadConnector + MemberSpace
Add new MemberSpace memberships to LeadConnector as campaign leads
Easily enhance your CRM pipeline with this time-saving workflow. Once new memberships are created in MemberSpace, this automatic process will swiftly add leads to your preferred campaign in LeadConnector. Gain instant updates and keep your campaigns enriched without doing any extra work. This automation helps streamline your lead management, freeing up more time for critical tasks.
Easily enhance your CRM pipeline with this time-saving workflow. Once new memberships are created in MemberSpace, this automatic process will swiftly add leads to your preferred campaign in LeadConnector. Gain instant updates and keep your campaigns enriched without doing any extra work. This automation helps streamline your lead management, freeing up more time for critical tasks.
- When this happens...New Membership
Occurs when a member is added to a plan.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
- 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
