Coach Catalyst + LeadConnector
Create new clients in Coach Catalyst whenever stages change in LeadConnector
This workflow springs into action when there's a change in your pipeline stage within LeadConnector. It then creates a new client in Coach Catalyst, eliminating manual data entry and ensuring your coaching database is always up-to-date with your lead information. This streamlined process helps keep your focus on driving business growth and customer satisfaction.
This workflow springs into action when there's a change in your pipeline stage within LeadConnector. It then creates a new client in Coach Catalyst, eliminating manual data entry and ensuring your coaching database is always up-to-date with your lead information. This streamlined process helps keep your focus on driving business growth and customer satisfaction.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Client
Creates a new client or updates an existing one
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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
Create/Update Client
Creates a new client or updates an existing one
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
Workflow IDRequired
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
