Exercise.com + LeadConnector

Create new LeadConnector opportunities for new clients in Exercise.com

Jumpstart your sales approach the moment a new client signs up on Exercise.com. With this workflow, their information is promptly sent to LeadConnector, ensuring that each new client is swiftly added or updated as an opportunity in your sales pipeline. It's a streamlined solution for keeping your sales efforts aligned with your client base growth.

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

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Supported triggers and actions

Abandoned Cart
Triggers when a user begins the checkout process and does not complete it after 10 minutes.
Trigger
Instant
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New Credit Card Declined
Triggers when a customer's card is declined.
Trigger
Instant
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Charge Attempted
triggers when a user tries to make a purchase
Trigger
Instant
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Client Tag Removed
Triggers when a tag is removed from a client.
Trigger
Instant
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List Groups
polls all of the trainers groups
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Instant
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New Assessment
Triggers when a new assessment is submitted.
Trigger
Instant
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New Paid Group Member
Triggers when a new group member joins.
Trigger
Instant
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Removed From Group
Triggers when a user is removed from any group.
Trigger
Instant
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New Subscription Downgraded
Triggers when a subscription is cancelled.
Trigger
Instant
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New Plan Purchased
Triggers when a user purchases a plan.
Trigger
Instant
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User Tag Removed
Triggers when a tag is removed from a user.
Trigger
Instant
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- EmailRequired
- Group IDRequired
Action
Write
- User EmailRequired
- freeze user
Action
Write
- User IDRequired
- Date/Time
- Measurement LabelRequired
- Measurement ValueRequired
Action
Write
- EmailRequired
- Group IDRequired
Action
Write
- Reset Password?Required
- EmailRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
Action
Search
- 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

Added to Group
Triggers when a user is added to any group.
Trigger
Instant
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New Credit Card Success
Triggers when a credit card is successfully charged.
Trigger
Instant
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Client Tag Added
Triggers when a tag is added to a client.
Trigger
Instant
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Finished Plan
triggers when a user finishes a plan that requires logging
Trigger
Instant
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List Lifecycle Stages
lists all available lifecycle stages
Trigger
Polling
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New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Billing Period for Group Member
Triggers when a group member reaches a new billing period.
Trigger
Instant
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Started Plan
Trigger when a user starts a plan (works like the platform automation)
Trigger
Instant
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Session Booked
Triggers when user books a session
Trigger
Polling
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User Tag Added
Triggers when a tag is added to a user.
Trigger
Instant
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New Workout Plan Created
Triggers when a new workout plan is created.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- PasswordRequired
- Lifecycle Stage
- Make Free User
Action
Write
- emailRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PasswordRequired
- Lifecycle Stage
- Make Free User
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