- Service Automation
- Coaching Services
- Automated Enrollment
Process coaching service requests
Automate the enrollment and onboarding of coaching clients by connecting e-commerce and membership platforms to instantly grant program access, track purchase status, and streamline user setup. This ensures customers are enrolled as soon as payment is confirmed and reduces manual steps for your team. Users benefit from faster delivery of program materials and an error-free onboarding experience.
Filter by common apps:
Cognito Forms
Zoom
Leadpages
Google Sheets
Delay by Zapier
Asana
Typeform
Webhooks by Zapier
Slack
Kajabi
Acuity Scheduling
Gmail
Filter by Zapier
Squarespace Forms
LeadConnector
Formatter by Zapier
Notion
Calendly
ClickUp
ActiveCampaign
Google Forms
Flodesk
- Register participants in Zoom for coaching calls from Cognito Forms submissions
- Capture Client Interest: Track Form Submissions from Leadpages, Log in Google Sheets, and Create Follow-Up Tasks in Asana
Capture Client Interest: Track Form Submissions from Leadpages, Log in Google Sheets, and Create Follow-Up Tasks in Asana
- Receive Instant Notifications and Log Coaching Inquiries from Typeform to Google Sheets and Slack
Receive Instant Notifications and Log Coaching Inquiries from Typeform to Google Sheets and Slack
- Streamline Your Coaching Payments: Update Client Info, Add Package Codes, and Send Confirmation Emails with Kajabi, Acuity Scheduling, and Gmail
Streamline Your Coaching Payments: Update Client Info, Add Package Codes, and Send Confirmation Emails with Kajabi, Acuity Scheduling, and Gmail
- Capture New Coaching Appointments from Acuity Scheduling and Automatically Enroll in Kajabi for Marketing
Capture New Coaching Appointments from Acuity Scheduling and Automatically Enroll in Kajabi for Marketing
- Capture Coaching Applications, Update Contacts, Add Leads to Campaign, and Notify Your Team on Slack
Capture Coaching Applications, Update Contacts, Add Leads to Campaign, and Notify Your Team on Slack
- Effortlessly Track Coaching Submissions with Typeform, Formatter, and Notion
Effortlessly Track Coaching Submissions with Typeform, Formatter, and Notion
- Effortlessly Manage Group Coaching: Get Notified and Organized with Calendly, ClickUp, and ActiveCampaign
Effortlessly Manage Group Coaching: Get Notified and Organized with Calendly, ClickUp, and ActiveCampaign
- Effortlessly Manage Coaching Applications: Capture Responses, Format Dates, Create Follow-Up Tasks in Asana, and Update Subscribers in Flodesk
Effortlessly Manage Coaching Applications: Capture Responses, Format Dates, Create Follow-Up Tasks in Asana, and Update Subscribers in Flodesk
