Integrating PTminder New Full Member with LeadDec: A Step-by-Step Guide
Are you looking to streamline your workflow and automate your lead management process? Integrating PTminder's new full member notifications with LeadDec can help you achieve just that. Follow these step-by-step instructions to seamlessly connect PTminder and LeadDec for efficient lead management and automation.
Step 1: Login to PTminder in Zapier
First, log in to PTminder in Zapier and select the "Client Membership Assigned" trigger in PTminder. This trigger will notify Zapier whenever a new full member is assigned in PTminder.
Step 2: Load up LeadDec/LeadConnector
Next, load up LeadDec or LeadConnector and select the "Add/Update Contact" action in LeadConnector. This action will allow you to add new full members to your LeadDec account automatically.
Step 3: Ensure you add the tag: full member
When setting up the integration, make sure to add the tag "full member" to identify new full members in LeadDec. If you plan to use a different tag, ensure to update it accordingly in step 4.
Step 4: Head into LeadDec > Automations > Connecting To Other Software
Navigate to LeadDec, then go to Automations > Connecting To Other Software. Select the automation titled "2: (New Full Member) Software - Zapier - LeadDec."
If you have changed the tag in step 3, remember to update it in the "Contact Tag" field of the automation. This automation will remove new full members from any other automation and remove the "new signup" tag.
Additional Tip: Create Another Automation Series
Consider creating another automation series specific to new full members to ensure personalized follow-ups and engagement with your newest members.