LeadConnector + TeamUp
Create opportunities in LeadConnector for new TeamUp customer memberships
Effortlessly manage new member opportunities with this seamless TeamUp and LeadConnector integration. When a customer starts a membership in TeamUp, this workflow will create or update an opportunity in LeadConnector in real-time. Keep your sales pipeline organized and up-to-date while saving time on manual data entry.
Effortlessly manage new member opportunities with this seamless TeamUp and LeadConnector integration. When a customer starts a membership in TeamUp, this workflow will create or update an opportunity in LeadConnector in real-time. Keep your sales pipeline organized and up-to-date while saving time on manual data entry.
- When this happens...Customer Membership Started
Triggers when a customer membership starts. If a customer membership is added to a customer with a start date in the distant past, this trigger will not process.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Try ItClass Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Try ItClass Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Try ItCustomer Created
Triggers when a new customer is created.
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Class Registration
Triggers when a customer is registered for a class.
Try ItClass Attendee No-Showed
Triggers when an attendee is marked as no showed.
Try ItCourse Session Ended
Triggers when a course session ends.
Try ItCustomer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
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