LeadConnector + Skool
Add/update contacts in LeadConnector when new membership questions are answered in Skool
Manage your leads more efficiently with this workflow. When someone answers membership questions in the Skool app, their details are seamlessly updated or added as a new contact in the LeadConnector app. This process saves time on data entry and ensures your contact information is always up-to-date, allowing your team to focus on building strong relationships with members.
Manage your leads more efficiently with this workflow. When someone answers membership questions in the Skool app, their details are seamlessly updated or added as a new contact in the LeadConnector app. This process saves time on data entry and ensures your contact information is always up-to-date, allowing your team to focus on building strong relationships with members.
- When this happens...Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
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)
