Create contacts in Less Annoying CRM for new clients in TrueCoach
When a new client is added in TrueCoach, streamline your client management process by instantly creating a contact in Less Annoying CRM. This automation ensures that your client details are consistent and up-to-date across both platforms, saving you the effort of manual data entry. Keep your focus on building great fitness programs while the workflow takes care of the client details.
When a new client is added in TrueCoach, streamline your client management process by instantly creating a contact in Less Annoying CRM. This automation ensures that your client details are consistent and up-to-date across both platforms, saving you the effort of manual data entry. Keep your focus on building great fitness programs while the workflow takes care of the client details.
- When this happens...New Client
Triggers when a new client is added on TrueCoach.
- automatically do this!Create Contact
Creates a new contact.
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Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Try ItWorkout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Try ItClient First NameRequired
Client Last NameRequired
Client EmailRequired
Coach Email
Phone Number
FormRequired
Hook should trigger for actions taken by:Required
Try It