LeadConnector + PT Distinction
Manage updated pipeline stages in LeadConnector by putting clients online in PT Distinction
Stay ahead of your fitness business with this seamless workflow. Once a pipeline stage changes in LeadConnector, your client will promptly be set online on your PT Distinction platform. This ensures you can effectively manage leads and instantly initiate client interactions. A perfect combination of efficiency and timing for your fitness coaching needs.
Stay ahead of your fitness business with this seamless workflow. Once a pipeline stage changes in LeadConnector, your client will promptly be set online on your PT Distinction platform. This ensures you can effectively manage leads and instantly initiate client interactions. A perfect combination of efficiency and timing for your fitness coaching needs.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Put Client Online
Sets the chosen client's account to online, giving the client online access.
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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
Client Added
Triggers when a new client is added.
Try It
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
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 to Group
Triggers when a client is added to a group.
Try It
