LeadConnector + PT Distinction
LeadConnector + PT Distinction
LeadConnector + PT Distinction integrations
Update packages in PT Distinction when pipeline stages change in LeadConnector
Automate your workflow with this setup that helps you seamlessly move your business dealings forward. When a lead advances their pipeline stage in LeadConnector, this automation instantly adds a package to the client profile in PT Distinction. This smooth transition helps ensure your client management remains efficient and up-to-date, saving you valuable time in your fitness coaching business.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Package to ClientAdds a Pre-Made Package to a clients account. Note that if the client isn't already set up you will need to use the Add Client action first.
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More things you can do with LeadConnector and PT Distinction
Discover other triggers and actions you can use with LeadConnector and PT Distinction
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Client Added
Triggers when a new client is added.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Client Added to Group
Triggers when a client is added to a group.
Try ItTriggerInstant
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About PT Distinction
PT Distinction enables overworked personal trainers to train more clients, take more time off, and get even better results.
Related categories
Related Zap Templates
- Manage updated pipeline stages in LeadConnector by putting clients online in PT Distinction
- Update PT Distinction clients when pipeline stages change in LeadConnector
- Update PT Distinction client groups when stages change in LeadConnector
- Add new clients in PT Distinction when pipeline stages change in LeadConnector