LeadConnector + Simply.Coach

LeadConnector + Simply.Coach integrations

Create new Simply.Coach engagements when lead stages change in LeadConnector

Stay on top of your sales process with this workflow. When your lead's pipeline stage changes in LeadConnector, it initiates a process that creates a new engagement in Simply.Coach. This smooth transition relieves you from constantly checking for updates, allowing you to focus more on developing strategies to engage your leads effectively.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create EngagementCreate an Engagement in the system
ActionWrite

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More things you can do with LeadConnector and Simply.Coach

Discover other triggers and actions you can use with LeadConnector and Simply.Coach

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Form
  Required
Trigger
Polling
Try It
New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
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- Status
  Required
Trigger
Polling
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New SessionType
Triggers when a new session type is added
Trigger
Polling
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- Status
Trigger
Polling
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- Status
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Write
- Note
  Required
- Pin this Note
- Select Contact
  Required
Action
Write
- Status
Action
Search
- Contact Email
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?
  Required
- Prospect Stage
- Share access with
Action
Search or write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Status
Trigger
Polling
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- Status
Trigger
Polling
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Updated Contact
Triggers when your contact is updated
Trigger
Polling
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- Invoice Status
  Required
Trigger
Polling
Try It
- SessionType
  Required
- For Coach
- For Contact
- Rate
  Required
- Currency
  Required
- Rate Unit
  Required
Action
Write
- Engagement Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- Services
  Required
- Start Date
  Required
- Allow Coachee to schedule sessions?
  Required
- Invite Client to portal
  Required
- Allow Coachee to reschedule sessions?
  Required
- Sync sessions with Coaches calendar?
  Required
- Enable Online Meeting?
  Required
- Send Action Reminders to Coachee?
  Required
- Send Session Invitation & Reminder emails to coachee?
  Required
Action
Write
- Contact Email
  Required
Action
Search
- User email
  Required
Action
Search

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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About Simply.Coach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new Simply.Coach contacts when LeadConnector stages are updated

Related Zap Templates

Create new Simply.Coach contacts when LeadConnector stages are updated