LeadConnector + Skool
Create and update opportunities in LeadConnector for each new paid member in Skool
This Skool to LeadConnector workflow streamlines the onboarding process for new paid members in your system. Once activated, as soon as a new paying member subscribes via Skool, their status is updated accordingly in LeadConnector. This results in efficient member management, reduces the need for manual entry, and ensures your sales team is always up-to-date.
This Skool to LeadConnector workflow streamlines the onboarding process for new paid members in your system. Once activated, as soon as a new paying member subscribes via Skool, their status is updated accordingly in LeadConnector. This results in efficient member management, reduces the need for manual entry, and ensures your sales team is always up-to-date.
- When this happens...New Paid Member
Triggers when a new member successfully completes payment and joins the group.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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)
