LeadConnector + Skool
Answer membership questions in Skool and update opportunities in LeadConnector
Effortlessly manage incoming leads with this seamless integration between Skool and LeadConnector. When a membership question is answered in the Skool app, this workflow's automation will create or update an opportunity in the LeadConnector app. Save time, stay organized, and ensure every detail is accurately captured with this efficient solution for handling your leads.
Effortlessly manage incoming leads with this seamless integration between Skool and LeadConnector. When a membership question is answered in the Skool app, this workflow's automation will create or update an opportunity in the LeadConnector app. Save time, stay organized, and ensure every detail is accurately captured with this efficient solution for handling your leads.
- When this happens...Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try ItEmail AddressRequired
In PipelineRequired
Moved to Stage
Try ItFirst 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
New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try ItEmail AddressRequired
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
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)
