Interact + PTminder
Turn new Interact leads into PTminder clients instantly
Streamline your lead management process by connecting Interact with PTminder. With this workflow, every time a new lead is added in Interact, a client will be created in PTminder, ensuring your contacts remain up-to-date and organized. Save time and stay efficient by automating this crucial step in your lead tracking process.
Streamline your lead management process by connecting Interact with PTminder. With this workflow, every time a new lead is added in Interact, a client will be created in PTminder, ensuring your contacts remain up-to-date and organized. Save time and stay efficient by automating this crucial step in your lead tracking process.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Client
Creates a Client in PTminder
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItClass Updated
Triggers when a class booking is updated.
Try ItClient Updated
Triggers when a client is updated.
Try ItClient Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Try It
Class Created
Triggers when a class booking is created.
Try ItClient Created
Triggers when a new client is created.
Try ItClient Membership Assigned
Triggers when a client membership is assigned/purchased.
Try ItClient Membership Ended
Triggers when a client membership ends due to the expiration date.
Try It
