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SOCIAL MEDIA PLATFORMS
ConvertKit - Lead Enters Stage
Contact Created/Updated in External CRM

 

 

Have you ever wished for a seamless way to transfer data from your pipelines directly into your ConvertKit account?

 

Well, your wait is over!

 

Here are a few scenarios in which you might find this feature incredibly useful:

  • If a lead joins your Facebook group, a contact can be added or updated in your ConvertKit account! 
  • Imagine booking a new call and simply dragging the lead card into the "Call Booked" stage. This action automatically transfers all relevant data, notes, and links from the card into your ConvertKit account, merging them with any existing record or creating a new one.
  • Celebrate a new purchase! Upon moving the lead card into the "Purchased" stage, your data can automatically transfer into your ConvertKit account.

It's that simple!

 

In this training example, I show you how to add a new FB group member into your ConvertKit account (plus add them to a sequence)! 

 

However, we're confident that your imagination can find many more innovative ways to exploit this fantastic new addition.

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