Add new Keap contacts to Trainerize as assigned tasks
Save time and streamline your client onboarding process by connecting Keap to Trainerize with this workflow. When you add a new contact in Keap, this automation will seamlessly assign them to a trainer in Trainerize. Simplify your contact management and let your trainers easily access their new clients' information, helping them to provide a more personalized training experience.
Save time and streamline your client onboarding process by connecting Keap to Trainerize with this workflow. When you add a new contact in Keap, this automation will seamlessly assign them to a trainer in Trainerize. Simplify your contact management and let your trainers easily access their new clients' information, helping them to provide a more personalized training experience.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Assign To
Assigns a client to a trainer.
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