LeadConnector + Proximity

Update LeadConnector contacts when members catch up on payments in Proximity

Stay up to date with your Proximity app members' payment status and seamlessly manage your contacts in the LeadConnector app. Once a member settles their dues in Proximity, this workflow instantly updates their contact details in LeadConnector. This efficient process not only saves time but also ensures that your data remains accurate and updated.

When this happens...
Member Caught Up on Payments
Triggers when a member is caught up on payments at your space after they were previously behind.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- 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

- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- SpaceRequired
Trigger
Instant
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- 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