LeadConnector + MemberSpace
Manage new MemberSpace memberships by adding or updating contacts in LeadConnector
Elevate the efficiency of managing your members with this workflow. When a new membership is registered in MemberSpace, the contact information is seamlessly added or updated in LeadConnector. This allows for real-time and error-free data transfer to ensure your contact list is always up-to-date. Experience smoother operations and enhanced member relationship management with this nifty automation.
Elevate the efficiency of managing your members with this workflow. When a new membership is registered in MemberSpace, the contact information is seamlessly added or updated in LeadConnector. This allows for real-time and error-free data transfer to ensure your contact list is always up-to-date. Experience smoother operations and enhanced member relationship management with this nifty automation.
- When this happens...New Membership
Occurs when a member is added to a plan.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
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
Membership PlanRequired
Try ItUpdated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
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
