Create and update LeadConnector opportunities from new PTminder clients
Create new opportunities in LeadConnector seamlessly whenever a client is added in PTminder with this efficient workflow. This automation streamlines your lead management process, instantly updating your LeadConnector opportunities as soon as new clients are registered in your PTminder app. Save time and stay organized by having all your client and lead information at your fingertips.
Create new opportunities in LeadConnector seamlessly whenever a client is added in PTminder with this efficient workflow. This automation streamlines your lead management process, instantly updating your LeadConnector opportunities as soon as new clients are registered in your PTminder app. Save time and stay organized by having all your client and lead information at your fingertips.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Class Created
Triggers when a class booking is created.
Try ItClient Created
Triggers when a new client is created.
Try ItClient Membership Assigned
Triggers when a client membership is assigned/purchased.
Try ItClient Membership Ended
Triggers when a client membership ends due to the expiration date.
Try It