Jackrabbit Class + LeadConnector
Create and update opportunities in LeadConnector when new families are created in Jackrabbit Class
This workflow initiates when you create a new family in Jackrabbit Class, leading to an update or creation of an opportunity in LeadConnector. By automating this process, you can streamline your lead management and class enrollment process efficiently, saving you time and ensuring no opportunities fall through the cracks. By using the same terms as the apps themselves, this straightforward approach eliminates the need for manual data transfer between your class management and opportunity tracking systems.
This workflow initiates when you create a new family in Jackrabbit Class, leading to an update or creation of an opportunity in LeadConnector. By automating this process, you can streamline your lead management and class enrollment process efficiently, saving you time and ensuring no opportunities fall through the cracks. By using the same terms as the apps themselves, this straightforward approach eliminates the need for manual data transfer between your class management and opportunity tracking systems.
- When this happens...Family Created
Triggers when a new family is created
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Include All Contacts
Try ItClass Updated
Triggers when a class is updated (based on class name and category 1)
Try ItContact Updated
This triggers when specific fields on a contact are changed. The fields we look for are: FirstName, LastName, Email, Home/Work/Cell Phone number, Mass Email Opt-Out and Address fields
Try ItInclude All Contacts
Try It
Class Created
Triggers when a class is created (and the created date is after this day at midnight
Try ItContact Created
Triggers when a new contact is created
Try ItInclude All Contacts
Try ItFamily Updated
This triggers when specific fields on a Family are changed. The fields we look for are: Name, Phone, Source, Referral, Location, or Address information
Try It
