- Service Automation
- Coaching Services
- Automated client data
Manage coaching client information
This automation category streamlines the management of coaching client information by automating tasks such as adding new clients, updating profiles, sending notifications, and syncing session data across tools. It ensures coaches maintain organized, up-to-date records without manual data entry, helping them focus on delivering value. With real-time alerts and seamless integrations, coaches never miss important milestones or client touchpoints.
Filter by common apps:
Airtable
Dubsado
Jotform
Coach Catalyst
Typeform
LeadConnector
Delay by Zapier
ActiveCampaign
Squarespace Forms
PT Distinction
Wix
Xperiencify
Google Drive
Gmail
Gravity Forms
ABC Trainerize
Kajabi
TrueCoach
Google Forms
Kahunas
- Create new coaching project in Dubsado, and update record status in Airtable
- Create or update client profile in Coach Catalyst from new Jotform submission
Create or update client profile in Coach Catalyst from new Jotform submission
- Receive new coaching application submissions from Typeform, add or update opportunities in LeadConnector, delay, and create or update contacts in ActiveCampaign
Receive new coaching application submissions from Typeform, add or update opportunities in LeadConnector, delay, and create or update contacts in ActiveCampaign
- Add new coaching inquiries from Squarespace Forms to PT Distinction, and group clients
Add new coaching inquiries from Squarespace Forms to PT Distinction, and group clients
- Create or update client records in Coach Catalyst from Wix pricing plan purchases
Create or update client records in Coach Catalyst from Wix pricing plan purchases
- Create client folder in Google Drive, and notify client via Gmail when added to coaching program
Create client folder in Google Drive, and notify client via Gmail when added to coaching program
- Assign client in ABC Trainerize upon Gravity Forms submission
Assign client in ABC Trainerize upon Gravity Forms submission
- Create new client profile in TrueCoach from Kajabi purchase
Create new client profile in TrueCoach from Kajabi purchase
- Create new client in Kahunas from new Google Forms response
Create new client in Kahunas from new Google Forms response
