Integrate Simply.Coach with Pipedrive to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
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How Zapier works

Zapier makes it easy to integrate Simply.Coach with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from Simply.Coach

A trigger is an event that starts your Zap and runs the workflow. For example, with Simply.Coach, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Simply.Coach to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Simply.Coach to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Simply.Coach and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Connect Simply.Coach and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Simply.Coach triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Status
    Trigger
    Scheduled
    Try It
    • Status
    Trigger
    Scheduled
    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
    Action
    Write
    • Status
    Trigger
    Scheduled
    Try It
  • Simply.Coach triggers, actions, and search
    Updated Contact

    Triggers when your contact is updated

    Trigger
    Scheduled
    Try It
    • Status
    Trigger
    Scheduled
    Try It
    • Engagement Name
      Required
    • First Name
      Required
    • Last Name
      Required
    • Primary 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

Automate Pipedrive: get inspired on the Zapier blog

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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.
Help
Related categories
  • CRM (Customer Relationship Management)
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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