LeadConnector + TeamUp
Create new LeadConnector opportunities when TeamUp memberships are created
When a new customer membership takes place in TeamUp, this workflow immediately creates or updates an opportunity in LeadConnector. It efficiently bridges the gap between these two platforms, eliminating manual data transfers and enhancing your team's productivity. This process ensures all potential opportunities are readily captured, making it easier to manage growth opportunities and keep the team well-informed.
When a new customer membership takes place in TeamUp, this workflow immediately creates or updates an opportunity in LeadConnector. It efficiently bridges the gap between these two platforms, eliminating manual data transfers and enhancing your team's productivity. This process ensures all potential opportunities are readily captured, making it easier to manage growth opportunities and keep the team well-informed.
- When this happens...Customer Membership Created
Triggers when a customer membership is created, which can be done via the business dashboard or when a customer purchases a membership. This includes upgrades, downgrades, and renewals.
- 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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