LeadConnector + Rota.fit Connect

Create new LeadConnector leads from newly created Rota.fit Connect sales

Increase your lead generation efficiency with this workflow. When a sale is initiated in Rota.fit Connect, it triggers the LeadConnector app to incorporate the new lead into your chosen campaign. This streamlines your sales process, enabling you to target potential clients more effectively and promptly. Feel the power of seamless integration between your sales and marketing efforts.

When this happens...
Sale Created
Triggers when a sale is made to a client.
TriggerInstant
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

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Supported triggers and actions

- Studio
- Location
Trigger
Instant
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- Studio
- Location
Trigger
Instant
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- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It

- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It

- Studio
- Location
- Filter item type
- Filter by item
- Filter by item name
Trigger
Instant
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- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
- Update Existing Clients
- Full Name
- First Name
- Last Name
- EmailRequired
- Birth Date
- Phone Number
- Gender
- Referred By
- Liability Released
- Notes
- Client Index Name
- Client Index Value
- Lead Channel
- Address 1
- Address 2
- City
- State
- Postcode/ZIP
- Country
- Type
- Card Number
- Card Holder Name
- Expiry Month
- Expiry Year
- Billing Address
- Billing City
- Billing State
- Billing Postcode/ZIP
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone
- Emergency Contact Relationship
- Send Account Emails
- Send Schedule Emails
- Send Promotional Emails
- Send Password Reset Email
Action
Write
- Studio
- Location
- Client ID
- Email
Action
Search
- 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

- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
Trigger
Instant
Try It
- Studio
- Location
- Client ID
- Client Email
- Payment TypeRequired
- Item TypeRequired
- ItemRequired
- Price Override
- Send Purchase Receipt
- Test Mode
Action
Write
- Studio
- Location
- Client ID
- EmailRequired
- Update Existing Clients
- Full Name
- First Name
- Last Name
- Birth Date
- Phone Number
- Gender
- Referred By
- Liability Released
- Notes
- Client Index Name
- Client Index Value
- Lead Channel
- Address 1
- Address 2
- City
- State
- Postcode/ZIP
- Country
- Type
- Card Number
- Card Holder Name
- Expiry Month
- Expiry Year
- Billing Address
- Billing City
- Billing State
- Billing Postcode/ZIP
- Emergency Contact Email
- Emergency Contact Name
- Emergency Contact Phone
- Emergency Contact Relationship
- Send Account Emails
- Send Schedule Emails
- Send Promotional Emails
- Send Password Reset Email
Action
Search or 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 LeadConnector

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

Learn more

Related categories

Marketing Automation

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Zapier Interfaces

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

About Rota.fit Connect

Rota.fit offers a suite of tools for fitness studio owners using Mindbody. Our unique solution allows you to connect your Mindbody studio to thousands of other apps.

Related categories

Fitness

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Change pipeline stages in LeadConnector and create new mindbody clients in Rota.fit Connect

Create and manage contacts in LeadConnector when new clients are added in Rota.fit Connect

LeadConnector + Rota.fit Connect

Create new LeadConnector leads from newly created Rota.fit Connect sales

Appointment Cancelled

Appointment Updated

Class Booking Late Cancelled

Client Created

Client Updated

Contract Created

Membership Cancelled

Sale Created

Staff Deactivated

Client Removed From Waitlist

Create Mindbody Client

Find Client

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

Appointment Created

Class Booking Created

Class Booking Signed In

Client Deactivated

Contract Cancelled

Contract Updated

Membership Created

Staff Created

Staff Updated

Client Added to Waitlist

Purchase Product or Service

Find or Create Mindbody Client

Add/Update Contact

Add Lead to Workflow

Add Task

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About Rota.fit Connect

Related categories

Related Zap Templates

Related Zap Templates