Everfit + LeadConnector
Everfit + LeadConnector
Everfit + LeadConnector integrations
Register clients in Everfit via public invite link when pipeline stages change in LeadConnector
Effortlessly manage your clients with this simplified workflow. When a change occurs in the stage of your LeadConnector pipeline, this automation will initiate the Register Client by Public Invite Link process in the Everfit app. This allows you to immediately process and onboard new clients, saving you time and effort in your fitness management duties. Experience a smooth transition from lead to client with this seamless integration.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Register Client by Public Invite LinkRegister a client to your workspace and select the coach to assign to client to.
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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 PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Client Connected
Triggers when a client completes the registration via the invite link
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Recipe Book IDRequired
- Client IDsRequired
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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