CoachAccountable + Ontraport
Manage new CoachAccountable clients by creating or updating contacts in Ontraport
This workflow activates when you add a new client in CoachAccountable and immediately updates or creates a new contact in Ontraport. It takes care of tedious data entry, saving your time for more pressing tasks. This efficient transition ensures all your contact data is up-to-date across both platforms, making client management a smoother process.
This workflow activates when you add a new client in CoachAccountable and immediately updates or creates a new contact in Ontraport. It takes care of tedious data entry, saving your time for more pressing tasks. This efficient transition ensures all your contact data is up-to-date across both platforms, making client management a smoother process.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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