CoachAccountable + LeadConnector
Update new clients in CoachAccountable when pipeline stages change in LeadConnector
Stay organized and efficient with this workflow, transforming LeadConnector pipeline stage changes into new client additions in CoachAccountable. When a stage in your LeadConnector changes, it instantly creates a fresh client profile in CoachAccountable. This change keeps your coaching records up to date, ensuring time and energy is spent where it matters most - your clients.
Stay organized and efficient with this workflow, transforming LeadConnector pipeline stage changes into new client additions in CoachAccountable. When a stage in your LeadConnector changes, it instantly creates a fresh client profile in CoachAccountable. This change keeps your coaching records up to date, ensuring time and energy is spent where it matters most - your clients.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add New Client
Adds a new Client.
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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
Phone Number
Email
First Name
Last Name
Full Name
New Client
Triggers when a new client is created.
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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
CampaignRequired
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)
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
New Coach
Triggers when a new coach is created.
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