ClubPlanner + Onepage
Add new Onepage leads as prospects in ClubPlanner
Effortlessly manage your client funnel with this powerful workflow. When a new lead appears in the Onepage app, they're seamlessly transferred into ClubPlanner as a prospect. This simplifies lead management, saving time and ensuring no potential clients slip through the cracks. Ideal for fitness clubs, sports organizations and health-centers looking to streamline their sales process.
Effortlessly manage your client funnel with this powerful workflow. When a new lead appears in the Onepage app, they're seamlessly transferred into ClubPlanner as a prospect. This simplifies lead management, saving time and ensuring no potential clients slip through the cracks. Ideal for fitness clubs, sports organizations and health-centers looking to streamline their sales process.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Add Prospect
Add a prospect to ClubPlanner
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First name
Last nameRequired
PhoneRequired
Email
Address
Postal Code
City
Source of the prospectRequired
Sub source
Remarks
Sales category
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Type of prospectRequired
