LeadConnector + TrainHeroic

Update opportunities in LeadConnector when new trials don't convert in TrainHeroic

Improve your follow-up strategy with this workflow between TrainHeroic and LeadConnector. Once the trial period in TrainHeroic does not convert, an opportunity is instantly created or updated in LeadConnector. This process ensures that every unconverted trial is tracked effectively, optimizing your chances to reengage and convert those potential clients later. Boost your tracking efficiency and never miss an opportunity with this simple workflow.

When this happens...
Marketplace - Trial Did Not Convert
Triggers when an athlete trial fails to convert to paid.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Athlete Accepts 1:1 Invitation
Triggers when an athlete you coach 1:1 accepts an invitation.
Trigger
Instant
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Athlete Accepted an Invitation to Join Team
Triggers when an athlete joins a team using an invitation.
Trigger
Instant
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Marketplace - Trial Did Not Convert
Triggers when an athlete trial fails to convert to paid.
Trigger
Instant
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Marketplace - New Team Sale Without a Prior Trial
Triggers when there's a new athlete team purchase without a prior trial.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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

Athlete Cancels Team Subscription
Triggers when an athlete leaves any team.
Trigger
Instant
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Marketplace - Trial Converted
Triggers when an athlete trial converts to paid.
Trigger
Instant
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Marketplace - New Program Sale
Triggers when there's a new athlete program purchase.
Trigger
Instant
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Marketplace - New Trial Started
Triggers when a new athlete trial is started.
Trigger
Instant
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- 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
- Date Of Birth
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