LeadConnector + Skool
Manage new Skool membership questions by updating opportunities in LeadConnector
Stay on top of engagement with this workflow. When new membership questions are answered on Skool, it creates or updates an opportunity in LeadConnector. This way, you can efficiently manage members' data, saving time and ensuring opportunities are attended too promptly. Streamline your tasks, keeping your focus on nurturing those crucial relationships.
Stay on top of engagement with this workflow. When new membership questions are answered on Skool, it creates or updates an opportunity in LeadConnector. This way, you can efficiently manage members' data, saving time and ensuring opportunities are attended too promptly. Streamline your tasks, keeping your focus on nurturing those crucial relationships.
- 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)
