LeadConnector + Proximity

Update LeadConnector contacts when Proximity memberships change

Easily manage your contacts more effectively with this automation. When changes occur to a membership status in the Proximity app, this workflow ensures immediate updates or additions are made to the contact in the LeadConnector app. This saves time and ensures you have the most accurate, current information for your members at all times.

When this happens...
Membership Changed
Triggers when a membership changes at your space.
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