Assign new client products in PTminder and add or update contacts in LeadConnector
Get instantly updated about the assignments to your client products in PTminder with this handy workflow. As soon as a Client Product Assigned event happens in PTminder, it will update or add the corresponding contact in LeadConnector. This way, your client records in LeadConnector stay current with PTminder, meaning less manual data entry and more time focused on product management.
- When this happens...Client Product AssignedTriggers when a client product is assigned/purchased.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with PTminder and LeadConnector
Discover other triggers and actions you can use with PTminder and LeadConnector
- Class Created
Triggers when a class booking is created.
Try ItTriggerInstant - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Try ItTriggerInstant - Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Try ItTriggerInstant
- Class Updated
Triggers when a class booking is updated.
Try ItTriggerInstant - Client Updated
Triggers when a client is updated.
Try ItTriggerInstant - Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Try ItTriggerInstant - Client Package Assigned
Triggers when a client package is assigned/purchased.
Try ItTriggerInstant
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




