Create and manage new opportunities in LeadConnector for every new paid member in Skool
Boost your sales workflow efficiency when you get a new paid member in the Skool app. This automation creates or updates an opportunity in the LeadConnector app accordingly, keeping your sales pipeline up-to-date. It proves beneficial in monitoring and tailoring your sales strategies, ensuring you never miss a potential opportunity.
Boost your sales workflow efficiency when you get a new paid member in the Skool app. This automation creates or updates an opportunity in the LeadConnector app accordingly, keeping your sales pipeline up-to-date. It proves beneficial in monitoring and tailoring your sales strategies, ensuring you never miss a potential opportunity.
- 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.
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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)