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LeadConnector + Skool

Create and manage new opportunities in LeadConnector for every new paid member in Skool

Boost your sales workflow efficiency when you get a new paid member in the Skool app. This automation creates or updates an opportunity in the LeadConnector app accordingly, keeping your sales pipeline up-to-date. It proves beneficial in monitoring and tailoring your sales strategies, ensuring you never miss a potential opportunity.

Boost your sales workflow efficiency when you get a new paid member in the Skool app. This automation creates or updates an opportunity in the LeadConnector app accordingly, keeping your sales pipeline up-to-date. It proves beneficial in monitoring and tailoring your sales strategies, ensuring you never miss a potential opportunity.

  1. When this happens...
    SkoolSkool
    New Paid Member

    Triggers when a new member successfully completes payment and joins the group.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Skool triggers, actions, and search

    Answered Membership Questions

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

    Trigger
    Scheduled
    Try It
    • Email AddressRequired

    Action
    Write
    • 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
  • Skool triggers, actions, and search

    New Paid Member

    Triggers when a new member successfully completes payment and joins the group.

    Trigger
    Scheduled
    Try It
    • Email AddressRequired

    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
leadconnector logo
leadconnector logo

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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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skool logo

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.

Related categories