LeadConnector + Simply.Coach

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.

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.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    Simply.CoachSimply.Coach
    Create Engagement

    Create an Engagement in the system

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
  • Simply.Coach triggers, actions, and search

    New Custom Report

    Triggers when a new new custom report is generated and available

    Trigger
    Polling
    Try It
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About LeadConnector

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

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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simplycoach logo

About Simply.Coach

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

Related categories

  • CRM (Customer Relationship Management)