1.Detect pipeline stage entry
Integrate LeadConnector to watch for contact moved into the configured pipeline stage and trigger downstream onboarding setup.
Create client record and enroll in groups from pipeline
Automatically monitor contacts moving into a configured paid onboarding stage across LeadConnector and ABC Trainerize. Enroll clients in onboarding groups and update their training setupβso you can activate access, assign the right trainer, and brief the team without manual onboarding paperwork.
How this automation accelerates onboarding group access
When a contact reaches the configured paid onboarding stage, delays can stall trainer work and group access. This automation creates or updates client records, assigns trainers and programs, and enrolls clients in onboarding groupsβso your team can start onboarding immediately.
LeadConnectoror swap with your favorite app
2.Create or update client
Integrate ABC Trainerize and client records tools to create or update a client and set active status and program start date.
ABC Trainerizeor swap with your favorite app
3.Assign trainer and program
Integrate ABC Trainerize and onboarding scheduling tools to map the trainer reference and set program slot or start date.
4.Add client to onboarding groups
Integrate ABC Trainerize and group access tools to add the client by email to configured onboarding groups for immediate access.
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