Add or update LeadConnector contacts when new FitBudd plans are purchased
Boost your sales efficiency with this automated workflow. When a customer makes a new plan purchase through FitBudd, this process immediately updates or adds the customer's details in the LeadConnector app. This ensures no lead goes unnoticed and your customer data remains up-to-date, saving you the hassle of manual data entry.
Boost your sales efficiency with this automated workflow. When a customer makes a new plan purchase through FitBudd, this process immediately updates or adds the customer's details in the LeadConnector app. This ensures no lead goes unnoticed and your customer data remains up-to-date, saving you the hassle of manual data entry.
- When this happens...New Plan Purchase
Triggers when a user purchases a plan.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Active User
Triggers when a user status is changed to 'Active'.
Try ItNew Inactive User
Triggers when a user status is changed to 'Inactive'.
Try ItNew Trial User
Triggers when a user starts the trial plan.
Try ItIn PipelineRequired
Moved to Stage
Try It
New App Lead
Triggers when a new lead is created via app.
Try ItNew Plan Purchase
Triggers when a user purchases a plan.
Try ItNew Web Lead
Triggers when a new lead is created via web.
Try ItFirst 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