Everfit + LeadConnector

Everfit + LeadConnector integrations

Invite new clients in Everfit when pipeline stages change in LeadConnector

Streamline your sales and fitness management process with this workflow. When a lead progresses to a new stage in LeadConnector, an invitation is sent out to the client through Everfit, empowering swift communication and client engagement. This not only reduces manual task handling but also enhances coordination in your sales and fitness management cycle. Stay updated and nurture your potential clients effectively with this simple yet powerful automation.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Invite New ClientAdd a new client to your workspace to start training.
ActionWrite

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More things you can do with LeadConnector and Everfit

Discover other triggers and actions you can use with LeadConnector and Everfit

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
Client Connected
Triggers when a client completes the registration via the invite link
Trigger
Instant
Try It
- Client's ID
  Required
- Resource Collection's ID
  Required
Action
Write

- Paricipant's ID
  Required
- Forum's ID
  Required
Action
Write
- Client's ID
  Required
- Starting At
  Required
- Ending On
  Required
- Starting On
  Required
- Program's ID
  Required
Action
Write

- Client's ID
  Required
- Start On
- Start Date
- Autoflow's ID
  Required
Action
Write
- Program's Instance ID
  Required
Action
Write
- Client's ID
  Required
Action
Write
Get Forum List
Get a list of forums in your workspace.
Action
Write
- Forum's ID
  Required
Action
Write
- Page
  Required
- Limit
  Required
- Client's ID
  Required
Action
Write
- Page
  Required
- Limit
  Required
- Client's ID
  Required
Action
Write
- Client's ID
  Required
Action
Write
- Recipe Book ID
  Required
- Client IDs
  Required
Action
Write
- Client's ID
  Required
- Studio Program's ID
  Required
Action
Write
- Program's Instance ID
  Required
Action
Write
- Client's ID
  Required
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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
- Recipe Book ID
  Required
- Client IDs
  Required
Action
Write
- Client's ID
  Required
- Studio Program's ID
  Required
Action
Write
- Client's ID
  Required
- Workout Collection's ID
  Required
Action
Write
- Client's ID
  Required
- Setting keep or remove assignment data
Action
Write
- Client's ID
  Required
- Onboarding Flow's ID
  Required
Action
Write
- First name
  Required
- Last Name
  Required
- Email
  Required
- Password
  Required
- Trainer Email
Action
Write
- Email
  Required
Action
Write
- Client's ID or Client's email
  Required
Action
Write
- Resource Collection's ID
  Required
Action
Write
- Page
  Required
- Limit
  Required
Action
Write
Get Program List
Get a list of programs in your workspace.
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Send Mail
  Required
- Type
  Required
- Trainer's Email
  Required
Action
Write
- Client's ID
  Required
- Resource Collection's ID
  Required
Action
Write
- Client's ID
  Required
- Workout Collection's ID
  Required
Action
Write
- Email
Action
Write
- Client's ID
  Required
- Autoflow's ID
  Required
Action
Write

About Everfit

Everfit is a personal training management platform that helps to train clients anywhere in the world with the most powerful coaching tools.

HelpHelp

Related categories

Fitness

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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