Simply.Coach + Zoho CRM

Create contacts in Simply.Coach from new or updated contacts in Zoho CRM

Keep your coaching contacts updated seamlessly with this workflow. Whenever a new contact is added or an existing one is updated in your Zoho CRM, a contact with the same details will be created in the Simply.Coach app. This automation ensures you're always reaching out to the right people with your coaching services.

Keep your coaching contacts updated seamlessly with this workflow. Whenever a new contact is added or an existing one is updated in your Zoho CRM, a contact with the same details will be created in the Simply.Coach app. This automation ensures you're always reaching out to the right people with your coaching services.

  1. When this happens...
    Zoho CRMZoho CRM
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    Simply.CoachSimply.Coach
    Create Contact

    Creates a Contact in your simply.Coach account

    ActionWrite
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Supported triggers and actions

What does this mean?
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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.

Related categories

  • CRM (Customer Relationship Management)
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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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