LeadConnector + PTminder

Update opportunities in LeadConnector when client memberships are cancelled in PTminder

Stay on top of your cancellations in PTminder with this helpful workflow. Whenever a client membership is cancelled within PTminder, an opportunity will be created or updated in LeadConnector. This automation ensures that you can quickly follow up with former members, offering them new opportunities and potentially re-engaging them with your services. Streamline your customer management by linking PTminder and LeadConnector in this intuitive way.

When this happens...
Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Class Created
Triggers when a class booking is created.
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Trigger
Instant
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Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Trigger
Instant
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Client Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
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Session Created
Triggers when a session booking is created.
Trigger
Instant
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- First nameRequired
- Last nameRequired
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
Action
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

Class Updated
Triggers when a class booking is updated.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Trigger
Instant
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Client Package Assigned
Triggers when a client package is assigned/purchased.
Trigger
Instant
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Client Product Assigned
Triggers when a client product is assigned/purchased.
Trigger
Instant
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Session Updated
Triggers when a session booking is updated.
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