Jackrabbit Class + LeadConnector
Update opportunities in LeadConnector when students become inactive in Jackrabbit Class
Maintain a dynamic database within your education institution with this workflow. Whenever a student becomes inactive in the Jackrabbit Class app, it promptly updates or adds a new opportunity in the LeadConnector app. This automation ensures you can focus better on student management, while your sales opportunities remain up-to-date and do not miss any potential leads.
Maintain a dynamic database within your education institution with this workflow. Whenever a student becomes inactive in the Jackrabbit Class app, it promptly updates or adds a new opportunity in the LeadConnector app. This automation ensures you can focus better on student management, while your sales opportunities remain up-to-date and do not miss any potential leads.
- When this happens...Student Inactive
Triggers when a student become inactive.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Include All Contacts
Try ItClass Updated
Triggers when a class is updated (based on class name and category 1)
Try ItContact Updated
This triggers when specific fields on a contact are changed. The fields we look for are: FirstName, LastName, Email, Home/Work/Cell Phone number, Mass Email Opt-Out and Address fields
Try ItInclude All Contacts
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Class Created
Triggers when a class is created (and the created date is after this day at midnight
Try ItContact Created
Triggers when a new contact is created
Try ItInclude All Contacts
Try ItFamily Updated
This triggers when specific fields on a Family are changed. The fields we look for are: Name, Phone, Source, Referral, Location, or Address information
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