Simply.Coach + Typeform

Simply.Coach + Typeform integrations

Create new Simply.Coach contacts from new Typeform entries

Keep your coaching business organized and efficient. Whenever there's a new entry on Typeform, this workflow will instantly create a new contact in your Simply.Coach account. By bridging these two platforms, you can streamline your operations and ensure no potential client is missed. Stay focused on coaching, let this integration handle the data management.

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in your simply.Coach account
ActionWrite

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More things you can do with Typeform and Simply.Coach

Discover other triggers and actions you can use with Typeform and Simply.Coach

- Agent
  Required
Trigger
Instant
Try It
- title of your form
  Required
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question in
  Required
- Please provide list of choices
Action
Write
- Form
  Required
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It

- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It

- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Engagement Name
  Required
- First Name
  Required
- Last Name
  Required
- 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
- Contact Email
  Required
Action
Search
- User email
  Required
Action
Search

- Form
  Required
Trigger
Instant
Try It
- Form To Duplicate
  Required
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
Trigger
Polling
Try It
New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
Try It
- Status
  Required
Trigger
Polling
Try It
Updated Contact
Triggers when your contact is updated
Trigger
Polling
Try It
- Invoice Status
  Required
Trigger
Polling
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
- Share access with
Action
Write
- Note
  Required
- Pin this Note
- Select Contact
  Required
Action
Write
- Status
Action
Search
- Contact Email
  Required
- 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
- Share access with
Action
Search or write

About Simply.Coach

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

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Related categories

CRM (Customer Relationship Management)

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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Related categories

Forms & Surveys

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