Club Systems + LeadConnector

Create new opportunities in LeadConnector when new members join in Club Systems

Streamline your membership management and lead generation efforts with this simple workflow. Whenever you on-board a new member in Club Systems, it instantly creates or updates an opportunity in LeadConnector. This automatic linkage not only ensures you never miss a potential sales opportunity, it also saves you time and boosts your efficiency. Put this workflow to use and watch it immensely simplify your processes.

When this happens...
New Member
Triggers when a new member is entered.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Member Check-In
Triggers when a member is checked-in.
Trigger
Instant
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Class Registration
Triggers when a member/guest registers for a class.
Trigger
Instant
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Member Cancellation
Triggers when a member is cancelled or a cancel form is processed through the change forms.
Trigger
Instant
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New Member
Triggers when a new member is entered.
Trigger
Instant
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New Appointment
Triggers when an appointment is added.
Trigger
Instant
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Point of Sale - Price Adjusted Sale
Triggers when items are price adjusted in point of sale
Trigger
Instant
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Point of Sale - Sale Transaction
Triggers when items are sold through point of sale
Trigger
Instant
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Personal Training Agreement
Triggers when a personal training agreement is completed.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Email
- Cell Phone Number
- Street Address
- City
- State
- Zip
- Birthdate
- How did you hear about us?
- Gender
- Drivers License #
- Home Phone Number
- Company
- Emergency Phone #
- Emergency Contact
- Member Type
- Member Group
Action
Write
- 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

Class Checkin
Triggers when a member/guest checks into a class.
Trigger
Instant
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New Inventory
Triggers when a new inventory item is added
Trigger
Instant
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Member Freeze
Triggers when a members is put on freeze.
Trigger
Instant
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Rewrite Member
Triggers when a member does a rewrite
Trigger
Instant
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Point of Sale Payment
Triggers when a payment is received through point of sale
Trigger
Instant
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Point of Sale - Refund Transaction
Triggers when items are returned through point of sale
Trigger
Instant
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New Prospect
Triggers when a new prospect is entered.
Trigger
Instant
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- Appointment Start Date/TimeRequired
- Appointment End Date/TimeRequired
- Appointment InfoRequired
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Cell Phone Number
- Birthdate
- How did you hear about us?
- Pass Expiration Date
- Street Address
- City
- State
- Zip Code
- Gender
- Company Name
- Rating
- Next Action
- Next Action Date
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