LeadConnector + PTminder
LeadConnector + PTminder
LeadConnector + PTminder integrations
Create new clients in PTminder when pipeline stages change in LeadConnector
Stay on top of your lead management with this workflow. When a lead advances to a different stage in LeadConnector, this will create a new client entry in PTminder. This way, you can maintain accurate, up-to-date client information across platforms, streamlining your sales and client management processes.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create ClientCreates a Client in PTminder
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More things you can do with LeadConnector and PTminder
Discover other triggers and actions you can use with LeadConnector and PTminder
- 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- Class Created
Triggers when a class booking is created.
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- Class Updated
Triggers when a class booking is updated.
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 PTminder
PTminder is a business management platform designed for Personal Trainers
Related categories
Related Zap Templates
- Create and update LeadConnector contacts when new PTminder clients are added
- Create and update LeadConnector opportunities from new PTminder clients
- Update LeadConnector contacts when client memberships are cancelled in PTminder
- Assign new PTminder memberships and update opportunities in LeadConnector
- Update LeadConnector contacts every time clients are updated in PTminder