Invite new members in Skool when pipeline stages change in LeadConnector
Stay on top of your business leads with this effective workflow. Once a stage is revised in LeadConnector, an immediate corresponding update is triggered in Skool. This facilitates real-time collaboration between your team members, making lead management more efficient and streamlined.
Stay on top of your business leads with this effective workflow. Once a stage is revised in LeadConnector, an immediate corresponding update is triggered in Skool. This facilitates real-time collaboration between your team members, making lead management more efficient and streamlined.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invite Member
Invites a Member to your group
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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
Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try It
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 Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try It