LeadConnector + Miestro
Enroll members in Miestro when pipeline stages change in LeadConnector
Implement a smooth workflow where any change in your Pipeline Stage in LeadConnector instantaneously enrolls a member in Miestro. This automation makes your lead management more productive, allowing you to focus on valuable tasks rather than manual data entry. You can now rest assured, each stage change in your pipeline streamlines member enrollment without extra effort.
Implement a smooth workflow where any change in your Pipeline Stage in LeadConnector instantaneously enrolls a member in Miestro. This automation makes your lead management more productive, allowing you to focus on valuable tasks rather than manual data entry. You can now rest assured, each stage change in your pipeline streamlines member enrollment without extra effort.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Enroll Member
Enroll member to course.
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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
New Course Completion
Triggers when a user completes a course.
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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
New Member
Triggers when a new member is created.
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