LeadConnector + SchoolMaker
Manage SchoolMaker offers when pipeline stages are updated in LeadConnector
Boost your educational planning by utilizing this workflow. When a change occurs in a Pipeline Stage within LeadConnector, you can manage access to offers in SchoolMaker in an efficient manner. This automation streamlines essential adjustments and updates, making your educational resource management more efficient and effective. Avoid manual tracking and changes while optimising your institution's offerings.
Boost your educational planning by utilizing this workflow. When a change occurs in a Pipeline Stage within LeadConnector, you can manage access to offers in SchoolMaker in an efficient manner. This automation streamlines essential adjustments and updates, making your educational resource management more efficient and effective. Avoid manual tracking and changes while optimising your institution's offerings.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Set Offer Access for a Member / Add New Member
Change member access status settings or add a new member.
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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
Step Completed
Triggers when a member completes a Step in your school.
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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
Step Pending
Triggers when a member submits an answer.
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