Coaching Loft + Constant Contact

Add new Coaching Loft contacts to Constant Contact

Set up this integration to automatically add new contacts in Coaching Loft to Constant Contact.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Contact
Triggers when a new contact is added to your account.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Action is to be assigned.
- TitleRequired
  A one-liner text to determine the action.
- Action DetailsRequired
  The detailed context of the action.
- Date DueRequired
  Date of which the Action is to be done.
Action
Write
- First NameRequired
  The first name of the contact.
- Last NameRequired
  The last name of the contact.
- EmailRequired
  The email address of the contact (if the same email was found on your contact list, the existing contact data will be updated).
- Contact Number
  The main contact number of the contact.
- Company Name
  The company name of the contact.
- Occupation
  The occupation/job title of the contact.
- Website
  The Website URL of the contact where they are affiliated.
- Linked-in Profile
  The Linked-in profile link of the contact.
- Facebook Page/Profile
  The Facebook profile link of the contact.
- Tags
  Tags must be comma-separated (e.g. Customer, Subscriber, etc.).
- Source
  The source is where the contact came from (e.g. Facebook, Website contact form).
Action
Write

- Client Email AddressRequired
  The email address of the client that you coached in the session log. (The email address must reflect to one of your clients registered on Coaching Loft).
- Title
  The title of the session log.
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- Location
  The location where the session took place.
- Session LogRequired
  The actual logged details of the session.
Action
Write
- CampaignRequired
- Campaign ActivityRequired
  Select the Campaign Activity to watch for recipients that opened the emails. primary_email — The main email marketing campaign that you send to contacts. resend — An email campaign that you resend to contacts that did not open the email campaign.
Trigger
Scheduled
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- Create SourceRequired
  Describes who added the contact.
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
  While there are four phone number fields, you can only have a max of two phone numbers for a contact.
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
  The anniversary date for the contact. For example, this value could be the date when the contact first became a customer of an organization in Constant Contact. Valid date formats are MM/DD/YYYY, M/D/YYYY, YYYY/MM/DD, YYYY/M/D, YYYY-MM-DD, YYYY-M-D, M-D-YYYY, or M-DD-YYYY.
- Birthday Month
  This field is required if Birthday Day is filled. Enter a value from 1 - 12.
- Birthday Day
  Enter a value from 1 - 31
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
Action
Write
- Api Docs Info
  API docs for Constant Contact are located here https://v3.developer.constantcontact.com/api_reference/index.html
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- EmailRequired
- Status
  Optionally filter based on a contact's status.
- Create SourceRequired
  Describes who added the contact.
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
  While there are four phone number fields, you can only have a max of two phone numbers for a contact.
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
  The anniversary date for the contact. For example, this value could be the date when the contact first became a customer of an organization in Constant Contact. Valid date formats are MM/DD/YYYY, M/D/YYYY, YYYY/MM/DD, YYYY/M/D, YYYY-MM-DD, YYYY-M-D, M-D-YYYY, or M-DD-YYYY.
- Birthday Month
  This field is required if Birthday Day is filled. Enter a value from 1 - 12.
- Birthday Day
  Enter a value from 1 - 31
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
Action
Search or write

New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Scheduled
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New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Scheduled
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New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Scheduled
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- TitleRequired
  Title of the Appointment
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- LocationRequired
  Location of the Appointment
- Description
  Description of the new appointment
- Client Email AddressRequired
  The email address of the client you'll be having an appointment with. (The email address must reflect to one of your clients registered on Coaching Loft).
Action
Write
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Invoice is to be assigned.
- Invoice numberRequired
  Unique identification number or code from the invoice.
- CurrencyRequired
  The currency used for the invoice (e.g. USD, EUR, AUD).
- Subtotal
  The subtotal value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Total AmountRequired
  The total amount value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Description
  The description of the invoice
- Due DateRequired
  Date of which the invoice is supposed to be settled.
- Sending DateRequired
  Actual sending date of the invoice to the client.
- Settlement Date
  The date when the invoice got settled (only applicable on invoices with "paid" status).
- Status
  Status of the invoice.
Action
Write
New Contact
Triggers when a new contact is added to your account.
Trigger
Scheduled
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New List
Triggers when a new list is added.
Trigger
Scheduled
Try It
- Contact IDRequired
  This needs to be a UUID. Example: 123e4567-e89b-12d3-a456-426614174000
- Update SourceRequired
  Describes who updated the contact. To restore a deleted contact, choose the Account option.
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
  While there are four phone number fields, you can only have a max of two phone numbers for a contact.
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
  The anniversary date for the contact. For example, this value could be the date when the contact first became a customer of an organization in Constant Contact. Valid date formats are MM/DD/YYYY, M/D/YYYY, YYYY/MM/DD, YYYY/M/D, YYYY-MM-DD, YYYY-M-D, M-D-YYYY, or M-DD-YYYY.
- Birthday Month
  This field is required if Birthday Day is filled. Enter a value from 1 - 12.
- Birthday Day
  Enter a value from 1 - 31
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
Action
Write
- EmailRequired
- Status
  Optionally filter based on a contact's status.
Action
Search

About Coaching Loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.

Related categories

CRM (Customer Relationship Management)

About Constant Contact

Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.

Learn more

Related categories

Email Newsletters

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Coaching Loft + Constant Contact

Add new Coaching Loft contacts to Constant Contact

New Appointment

New Contact

New Invoice

Add New Action

Client EmailRequired

TitleRequired

Action DetailsRequired

Date DueRequired

Add New Contact

First NameRequired

Last NameRequired

EmailRequired

Contact Number

Company Name

Occupation

Website

Linked-in Profile

Facebook Page/Profile

Tags

Source

Add New Session Log

Client Email AddressRequired

Title

Start Date & TimeRequired

End Date & TimeRequired

Location

Session LogRequired

New Email Open

CampaignRequired

Campaign ActivityRequired

Create Contact

Create SourceRequired

EmailRequired

List

First Name

Middle Name

Last Name

Job Title

Company Name

Max 2 Phone Numbers

Home Phone

Work Phone

Cell Phone

Other - Phone Number

Anniversary

Birthday Month

Birthday Day

Address Type

Street Address

City

State

Zip or Postal Code

Country

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

EmailRequired

Status

Create SourceRequired

List

First Name

Middle Name

Last Name

Job Title

Company Name

Max 2 Phone Numbers

Home Phone

Work Phone

Cell Phone

Other - Phone Number

Anniversary

Birthday Month