Create and update LeadConnector opportunities from new LegitFit clients
Effortlessly manage your sales pipeline with this efficient workflow. When you add a new client in LegitFit, it will create or update an opportunity in LeadConnector, helping you stay organized and on top of your leads. Save time and enhance your sales process by letting this automation do the work for you.
Effortlessly manage your sales pipeline with this efficient workflow. When you add a new client in LegitFit, it will create or update an opportunity in LeadConnector, helping you stay organized and on top of your leads. Save time and enhance your sales process by letting this automation do the work for you.
- When this happens...New Client
Triggers when a new new user has connected with you on LegitFit OR you add them as a connection.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Booking
Triggers when a new booking has been made.
Try ItNew Membership
Membership has been purchased.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
New Client
Triggers when a new new user has connected with you on LegitFit OR you add them as a connection.
Try ItNew Package
A package has been purchased.
Try ItFirst 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
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)