LeadConnector + Xperiencify
Update Xperiencify courses with new students when LeadConnector pipeline stages change
Streamline your lead management and course enrollment process with this efficient automation. When a pipeline stage changes in LeadConnector, it swiftly enrolls the corresponding student into a specific course in Xperiencify. This not only simplifies your task but also ensures that no lead falls through the cracks as your business scales. Say goodbye to manual data entry and hello to seamless workflow management.
Streamline your lead management and course enrollment process with this efficient automation. When a pipeline stage changes in LeadConnector, it swiftly enrolls the corresponding student into a specific course in Xperiencify. This not only simplifies your task but also ensures that no lead falls through the cracks as your business scales. Say goodbye to manual data entry and hello to seamless workflow management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Student to a Course
Creates a Student in Course
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
Course
Try It
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
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)
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
CourseRequired
Try It
