Jackrabbit Class + LeadConnector
Track dropped students in Jackrabbit Class and update opportunities in LeadConnector
Stay organized and updated whenever a student drops from a class in Jackrabbit Class. This workflow will generate and manage a new opportunity in your LeadConnector for each drop, keeping your sales pipeline relevant and up-to-date. Feel confident about recognizing potential leads and making the most of opportunities.
Stay organized and updated whenever a student drops from a class in Jackrabbit Class. This workflow will generate and manage a new opportunity in your LeadConnector for each drop, keeping your sales pipeline relevant and up-to-date. Feel confident about recognizing potential leads and making the most of opportunities.
- When this happens...Student Dropped
Triggers when a student is dropped from a class.
- 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
