LeadConnector + Wodify Core.

Manage new Wodify Core. client sign ins by adding or updating opportunities in LeadConnector

When a client signs in with the Wodify Core. app, this workflow effectively manages your contacts by adding or updating an opportunity in the LeadConnector app. This seamless process streamlines your client management tasks, saving you time and eliminating the need for manual data entry. Experience a boost in productivity and ensure every client interaction is promptly noted in your LeadConnector.

When this happens...
Client Sign In
Triggers when a client signs in to a class.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Tag Added, Removed or BothRequired
Trigger
Instant
Try It
- Tag Added, Removed or BothRequired
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- Add, Update or BothRequired
Action
Write
- Client EmailRequired
- Tag NameRequired
Action
Write

- Tag NameRequired
- Email
- Mobile Phone
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
- Date of Birth
Action
Write

- Workflow IDRequired
- 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

Client Sign In
Triggers when a client signs in to a class.
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- Add, Update, or BothRequired
Action
Write
- Client EmailRequired
- Tag NameRequired
Action
Write
- Tag NameRequired
- Email
- Mobile Phone
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
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write