LeadConnector + Simply.Coach
Create new Simply.Coach contacts when LeadConnector stages are updated
Boost your coaching efficiency with this streamlined process that connects LeadConnector and Simply.Coach. When the stage of a lead in LeadConnector changes, a new contact is promptly created in your Simply.Coach app. This efficient workflow enables you to stay updated on prospect progress without manual data entry, saving you precious time and simplifying contact management in your coaching business.
Boost your coaching efficiency with this streamlined process that connects LeadConnector and Simply.Coach. When the stage of a lead in LeadConnector changes, a new contact is promptly created in your Simply.Coach app. This efficient workflow enables you to stay updated on prospect progress without manual data entry, saving you precious time and simplifying contact management in your coaching business.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a Contact in your simply.Coach account
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- 14 day trial for premium features & apps
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
New Contact
Triggers when a new contact is created.
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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
New Custom Report
Triggers when a new new custom report is generated and available
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