LeadConnector + MemberVault
Update stages in LeadConnector and add users to products in MemberVault
Easily manage your sales leads and member engagement with this seamless workflow. When there's a change in a lead's pipeline stage within the LeadConnector app, this workflow will immediately add the user to a product in the MemberVault app. It's an optimal solution, simplifying your digital marketing efforts while enhancing the user onboarding process.
Easily manage your sales leads and member engagement with this seamless workflow. When there's a change in a lead's pipeline stage within the LeadConnector app, this workflow will immediately add the user to a product in the MemberVault app. It's an optimal solution, simplifying your digital marketing efforts while enhancing the user onboarding process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add User to Product
This action will add a user to a product and create a login for them automatically if they don't already have one for your account.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
LessonRequired
Try It
