Update opportunities in LeadConnector when customer memberships end in TeamUp
When a customer’s membership ends in TeamUp, this workflow ensures no opportunities are lost by updating or adding a new opportunity in LeadConnector. This efficient automation aids in maintaining your relationships with your customers while assisting in managing potential opportunities. It ensures effective lead management for your business without missing any former members.
When a customer’s membership ends in TeamUp, this workflow ensures no opportunities are lost by updating or adding a new opportunity in LeadConnector. This efficient automation aids in maintaining your relationships with your customers while assisting in managing potential opportunities. It ensures effective lead management for your business without missing any former members.
- When this happens...Customer Membership Ended
Triggers when a customer membership for a recurring or prepaid plan ends due to the expiration date being reached. For packs, this triggers on the pack's expiration date or the date of the last class booked using the pack, whichever comes first.
- 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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