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upcoach Integrations

CRM (Customer Relationship Management)

Put upcoach to work with AI and enterprise-grade automation

Automate smarter with upcoach and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate HubSpot with upcoachIntegrate HubSpot with upcoach
HubSpot
Marketing Automation
Integrate ClickUp with upcoachIntegrate ClickUp with upcoach
ClickUp
Project Management
Integrate LeadConnector with upcoachIntegrate LeadConnector with upcoach
LeadConnector
Marketing Automation
Integrate Google Sheets with upcoachIntegrate Google Sheets with upcoach
Google Sheets
Google, Spreadsheets
Integrate Gmail with upcoachIntegrate Gmail with upcoach
Gmail
Email, Google
Integrate Plug&Pay with upcoachIntegrate Plug&Pay with upcoach
Plug&Pay
eCommerce
Integrate Google Calendar with upcoachIntegrate Google Calendar with upcoach
Google Calendar
Calendar, Google
Integrate Mailchimp with upcoachIntegrate Mailchimp with upcoach
Mailchimp
Marketing Automation
Integrate Typeform with upcoachIntegrate Typeform with upcoach
Typeform
Forms & Surveys
Integrate HubSpot with upcoachIntegrate HubSpot with upcoach
HubSpot
Marketing Automation
Integrate ClickUp with upcoachIntegrate ClickUp with upcoach
ClickUp
Project Management
Integrate LeadConnector with upcoachIntegrate LeadConnector with upcoach
LeadConnector
Marketing Automation
Integrate Google Sheets with upcoachIntegrate Google Sheets with upcoach
Google Sheets
Google, Spreadsheets
Integrate Gmail with upcoachIntegrate Gmail with upcoach
Gmail
Email, Google
Integrate Plug&Pay with upcoachIntegrate Plug&Pay with upcoach
Plug&Pay
eCommerce
Integrate HubSpot with upcoachIntegrate HubSpot with upcoach
HubSpot
Marketing Automation
Integrate ClickUp with upcoachIntegrate ClickUp with upcoach
ClickUp
Project Management
Integrate LeadConnector with upcoachIntegrate LeadConnector with upcoach
LeadConnector
Marketing Automation
Integrate Google Sheets with upcoachIntegrate Google Sheets with upcoach
Google Sheets
Google, Spreadsheets
Integrate Gmail with upcoachIntegrate Gmail with upcoach
Gmail
Email, Google
Integrate Plug&Pay with upcoachIntegrate Plug&Pay with upcoach
Plug&Pay
eCommerce
Integrate Google Calendar with upcoachIntegrate Google Calendar with upcoach
Google Calendar
Calendar, Google
Integrate Mailchimp with upcoachIntegrate Mailchimp with upcoach
Mailchimp
Marketing Automation
Integrate Typeform with upcoachIntegrate Typeform with upcoach
Typeform
Forms & Surveys

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Launch your first automated workflow

  • Add new Calendly invitees as clients in upcoach

    • Calendly logo
    • upcoach logo
    Calendly + upcoach
  • Add new upcoach program members to LeadConnector as updated contacts

    • upcoach logo
    • LeadConnector logo
    upcoach + LeadConnector
  • Add new upcoach program members to a HubSpot contact list

    • upcoach logo
    • HubSpot logo
    upcoach + HubSpot
  • Send sms via SMS by Zapier for every new client in upcoach

    • upcoach logo
    • SMS by Zapier logo
    upcoach + SMS by Zapier
  • Add new systeme.io sales as clients in upcoach

    • systeme.io logo
    • upcoach logo
    systeme.io + upcoach
  • Create tasks in ClickUp for new clients in upcoach

    • upcoach logo
    • ClickUp logo
    upcoach + ClickUp
  • Add new Calendly invitees as clients in upcoach

    • Calendly logo
    • upcoach logo
    Calendly + upcoach
  • Add new upcoach program members to LeadConnector as updated contacts

    • upcoach logo
    • LeadConnector logo
    upcoach + LeadConnector
  • Add new upcoach program members to a HubSpot contact list

    • upcoach logo
    • HubSpot logo
    upcoach + HubSpot
  • Send sms via SMS by Zapier for every new client in upcoach

    • upcoach logo
    • SMS by Zapier logo
    upcoach + SMS by Zapier
  • Add new systeme.io sales as clients in upcoach

    • systeme.io logo
    • upcoach logo
    systeme.io + upcoach
  • Create tasks in ClickUp for new clients in upcoach

    • upcoach logo
    • ClickUp logo
    upcoach + ClickUp
    • 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.

      • upcoach triggers, actions, and search
        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
        • Name
          Required
        • Email
          Required
        • Password
        • Timezone
        • Send invite
        Action
        Write
        • Todo title
          Required
        • Todo description
        • Due date
        • Program
        • Member
          Required
        Action
        Write

      For builders

      Let your AI safely access upcoach

      Go beyond Zap workflows. Install Zapier in your AI to call upcoach actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in upcoach from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Activate a Client
      • Add a Client

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose upcoach actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a upcoach connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "upcoach", owner: "me" });
      
      await zapier.runAction({
        app: 'upcoach',
        action: 'activate_client',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      upcoach Help & Support

      Common questions

      upcoach logo
      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!
      Related categories

      Popular upcoach Integrations

      • HubSpot
      • Webhooks by Zapier
      • ClickUp
      • LeadConnector
      • Google Sheets