Kahunas + LeadConnector
Get new qa forms from Kahunas and add or update contacts in LeadConnector
Ensure efficient lead management with this seamless workflow between the Kahunas app and LeadConnector. As soon as initial QA forms are populated in Kahunas, this workflow springs into action, adding or updating contact information within LeadConnector. Keep your lead information up-to-date and accurate, saving valuable time and streamlining your processes.
Ensure efficient lead management with this seamless workflow between the Kahunas app and LeadConnector. As soon as initial QA forms are populated in Kahunas, this workflow springs into action, adding or updating contact information within LeadConnector. Keep your lead information up-to-date and accurate, saving valuable time and streamlining your processes.
- When this happens...Get Initial QA Forms
This trigger brings all coach Initial QA Forms
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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- 14 day trial for premium features & apps
Checkin Forms
This trigger brings all coach checkin forms
Try ItGet Initial QA Forms
This trigger brings all coach Initial QA Forms
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Phone
Birthdate
Package IDRequired
Plan Start DateRequired
Payment start date
Does this client need to pay?Required
Check-in form IDRequired
Check FrequencyRequired
Check-In DaysRequired
Daily check-in form IDRequired
Initial Q&A IDRequired
Can this client pay with Apple?Required
Do you want this client to add a goal competition?Required
Goal Title
Goal Date
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
Get Daily Checkin Forms
This trigger brings all coach Daily Checkin Forms
Try ItGet Packages
Triggers when there's a new package.
Try ItIn 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
