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LeadConnector + Skool

Invite new members in Skool when pipeline stages change in LeadConnector

Stay on top of your business leads with this effective workflow. Once a stage is revised in LeadConnector, an immediate corresponding update is triggered in Skool. This facilitates real-time collaboration between your team members, making lead management more efficient and streamlined.

Stay on top of your business leads with this effective workflow. Once a stage is revised in LeadConnector, an immediate corresponding update is triggered in Skool. This facilitates real-time collaboration between your team members, making lead management more efficient and streamlined.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    SkoolSkool
    Invite Member

    Invites a Member to your group

    ActionWrite
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Supported triggers and actions

What does this mean?
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • 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

    Action
    Write
    • CampaignRequired

    • 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)

    Action
    Write
    • 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

    Action
    Write
  • Skool triggers, actions, and search

    Answered Membership Questions

    Triggers when a potential member has submitted answers to group membership questions.

    Trigger
    Scheduled
    Try It
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

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