LeadConnector + TrueCoach
Change pipeline stages in LeadConnector and create new clients in TrueCoach instantly
Streamline your sales process with this smart workflow. When a stage change occurs to your leads in LeadConnector, it instantly creates a new client in TrueCoach. This seamless connection saves you time, boosts your productivity, and keeps your TrueCoach client list up-to-date with every lead progression in LeadConnector.
Streamline your sales process with this smart workflow. When a stage change occurs to your leads in LeadConnector, it instantly creates a new client in TrueCoach. This seamless connection saves you time, boosts your productivity, and keeps your TrueCoach client list up-to-date with every lead progression in LeadConnector.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
When this action is called, it creates a new Client on TrueCoach.
- Free forever for core features
- 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
Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Try It
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 Client
Triggers when a new client is added on TrueCoach.
Try It
