LeadConnector + TrainHeroic

Convert new TrainHeroic trial conversions into opportunities in LeadConnector

Easily convert trials into opportunities with this convenient workflow. When a new trial is converted in the TrainHeroic app, this workflow seamlessly updates or adds an opportunity in the LeadConnector app. Simplify your follow-up process, streamline your sales pipeline and make sure every converted trial is reshaped into an actionable opportunity. This is a perfect solution to consistently keep your lead management system updated.

When this happens...
Marketplace - Trial Converted
Triggers when an athlete trial converts to paid.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Athlete Accepts 1:1 Invitation
Triggers when an athlete you coach 1:1 accepts an invitation.
Trigger
Instant
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Athlete Accepted an Invitation to Join Team
Triggers when an athlete joins a team using an invitation.
Trigger
Instant
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Marketplace - Trial Did Not Convert
Triggers when an athlete trial fails to convert to paid.
Trigger
Instant
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Marketplace - New Team Sale Without a Prior Trial
Triggers when there's a new athlete team purchase without a prior trial.
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

Athlete Cancels Team Subscription
Triggers when an athlete leaves any team.
Trigger
Instant
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Marketplace - Trial Converted
Triggers when an athlete trial converts to paid.
Trigger
Instant
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Marketplace - New Program Sale
Triggers when there's a new athlete program purchase.
Trigger
Instant
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Marketplace - New Trial Started
Triggers when a new athlete trial is started.
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