Everfit + LeadConnector

Update opportunities in LeadConnector when new clients connect in Everfit

Maximize your outreach process by maintaining a seamless flow of data between Everfit and LeadConnector. With this workflow, whenever a new client connects inside Everfit, it efficiently creates an opportunity or updates an existing one within LeadConnector. This keeps your sales progression tab updated, saving you valuable time and ensuring you never miss out on any potential opportunities. Benefit from streamlined management and focus more on nurturing your leads rather than tedious data entry.

When this happens...
Client Connected
Triggers when a client completes the registration via the invite link
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Client Connected
Triggers when a client completes the registration via the invite link
Trigger
Instant
Try It
- Client's IDRequired
- Studio Program's IDRequired
Action
Write
- Client's IDRequired
- Workout Collection's IDRequired
Action
Write
- Client's IDRequired
Action
Write
- Client's IDRequired
- Onboarding Flow's IDRequired
Action
Write

- First nameRequired
- Last NameRequired
- EmailRequired
- PasswordRequired
- Trainer Email
Action
Write
- EmailRequired
Action
Write

- Client's ID or Client's emailRequired
Action
Write
- Resource Collection's IDRequired
Action
Write
- PageRequired
- LimitRequired
Action
Write
Get Program List
Get a list of programs in your workspace.
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Send MailRequired
- TypeRequired
- Trainer's EmailRequired
Action
Write
- Client's IDRequired
- Studio Program's IDRequired
Action
Write
- Program's Instance IDRequired
Action
Write
- Client's IDRequired
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

- Client's IDRequired
- Resource Collection's IDRequired
Action
Write
- Paricipant's IDRequired
- Forum's IDRequired
Action
Write
- Client's IDRequired
- Starting AtRequired
- Ending OnRequired
- Starting OnRequired
- Program's IDRequired
Action
Write
- Client's IDRequired
- Start On
- Start Date
- Autoflow's IDRequired
Action
Write
- Program's Instance IDRequired
Action
Write
- Client's IDRequired
Action
Write
Get Forum List
Get a list of forums in your workspace.
Action
Write
- Forum's IDRequired
Action
Write
- PageRequired
- LimitRequired
- Client's IDRequired
Action
Write
- PageRequired
- LimitRequired
- Client's IDRequired
Action
Write
- Client's IDRequired
Action
Write
- Client's IDRequired
- Resource Collection's IDRequired
Action
Write
- Client's IDRequired
- Workout Collection's IDRequired
Action
Write
- Email
Action
Write
- Client's IDRequired
- Autoflow's IDRequired
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

About Everfit

Everfit is a personal training management platform that helps to train clients anywhere in the world with the most powerful coaching tools.

Related categories

Fitness

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Archive clients in Everfit when pipeline stages are updated in LeadConnector

Everfit + LeadConnector

Update opportunities in LeadConnector when new clients connect in Everfit

Client Connected

Assign Client to Studio Program

Assign Client to Workout Collection

Archive Client

Assign Clients to Onboarding Flow

Register Client by Public Invite Link

Get Client's ID

Get Client's Last Activity

Get Assigned Client List of Resource Collection

Get Resource Collection List

Get Program List

Invite New Client

Unassign Client From Studio Program

Unassign Client From Program

Unarchive Client

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

Assign Client to Resource Collection

Add Participants to Forum

Assign Client to Program

Assign Clients to Autoflow

Unassign Client From List of Program

Get Client's Detailed Information

Get Forum List

Get Participant List of Forum

Get Assigned Workout Collection List of Client

Get Assigned Studio Program List of Client

Get Assigned Program of Client

Unassign Client From Resource Collection

Unassign Client From Workout Collection

Search Client by Email

Unassign Client From Autoflow

Add/Update Contact

Add Lead to Workflow

Add Task

About Everfit

Related categories

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates