LeadConnector + Rota.fit Connect
Change pipeline stages in LeadConnector and create new mindbody clients in Rota.fit Connect
Effortlessly manage your leads and clients with this powerful integration between LeadConnector and Rota.fit Connect. When a pipeline stage changes in LeadConnector, this workflow will create a new client in Rota.fit Connect, ensuring you always have up-to-date client information. Streamline your client onboarding process and improve your lead management with this seamless connection.
Effortlessly manage your leads and clients with this powerful integration between LeadConnector and Rota.fit Connect. When a pipeline stage changes in LeadConnector, this workflow will create a new client in Rota.fit Connect, ensuring you always have up-to-date client information. Streamline your client onboarding process and improve your lead management with this seamless connection.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Mindbody Client
Creates a new client in Mindbody.
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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
Studio
Location
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
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)
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
Studio
Location
Try It
