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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Package to Client
Adds 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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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
Client Added
Triggers when a new client is added.
Try It