LeadConnector + PTminder

Create and update LeadConnector contacts when new PTminder clients are added

Easily manage your contacts in LeadConnector whenever a new client is created in PTminder with this efficient workflow. Whenever a new client is added to PTminder, this automation will either update an existing contact or create a new one in LeadConnector, ensuring your contact database stays up-to-date and organized. Save time spent on manual data entry and focus on delivering an exceptional client experience instead.

When this happens...
Client Created
Triggers when a new client is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Class Created
Triggers when a class booking is created.
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Trigger
Instant
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Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Trigger
Instant
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Client Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
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Session Created
Triggers when a session booking is created.
Trigger
Instant
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- First nameRequired
- Last nameRequired
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
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

Class Updated
Triggers when a class booking is updated.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Trigger
Instant
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Client Package Assigned
Triggers when a client package is assigned/purchased.
Trigger
Instant
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Client Product Assigned
Triggers when a client product is assigned/purchased.
Trigger
Instant
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Session Updated
Triggers when a session booking is updated.
Trigger
Instant
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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