LeadConnector + upcoach

LeadConnector + upcoach integrations

Add new upcoach program members to LeadConnector as updated contacts

When a new program member joins up through upcoach, this workflow ensures their details are seamlessly updated or added in the LeadConnector system. This process takes away the hassle of manual data transfers, allowing you to focus more on your coaching session. With this streamlined operation, you can ensure immediate follow-ups and manage your contacts efficiently.

When this happens...
New Program MemberTriggers when a new member is added to a program.
TriggerPolling
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with upcoach and LeadConnector

Discover other triggers and actions you can use with upcoach and LeadConnector

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Program
  Required
Trigger
Polling
Try It
- Client ID
  Required
Action
Write
- Program
- Client
Action
Write
- Client ID
  Required
Action
Write

- Email
  Required
Action
Search
- 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

New Program
Triggers when a new program is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created on a program.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Password
- Timezone
- Send invite
Action
Write
- Todo title
  Required
- Todo description
- Due date
- Program
- Member
  Required
Action
Write
- Program
  Required
- Member
  Required
Action
Write
- Email
  Required
- Name
  Required
- Password
- Timezone
- Send invite
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

About LeadConnector

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

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About upcoach

Upcoach is an online coaching platform you need to deliver exceptional programs, nurture client relationships, and manage your coaching business - all in one!

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CRM (Customer Relationship Management)