- 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:
Calendly
HubSpot
MailerLite
Webhooks by Zapier
Filter by Zapier
Delay by Zapier
Kajabi
Tally
LeadConnector
Google Forms
Notion
Google Calendar
monday.com
Typeform
Google Sheets
Slack
Squarespace Forms
Formatter by Zapier
Delenta
Code by Zapier
- Update contact information, and categorize coaching inquiries in HubSpot and MailerLite
- Capture interest in coaching from webhooks, filter requests, delay, and create form submission in Kajabi
Capture interest in coaching from webhooks, filter requests, delay, and create form submission in Kajabi
- Create task in LeadConnector for each new Tally form submission
Create task in LeadConnector for each new Tally form submission
- Capture new coaching applications from Google Forms, filter qualified candidates, and create items in Notion
Capture new coaching applications from Google Forms, filter qualified candidates, and create items in Notion
- Capture form submissions, check calendar availability, create events, and log details in monday.com
Capture form submissions, check calendar availability, create events, and log details in monday.com
- Collect coaching inquiries from Typeform, send data to webhook, log in Google Sheets, and notify Slack channel
Collect coaching inquiries from Typeform, send data to webhook, log in Google Sheets, and notify Slack channel
- Capture coaching program applications, update contact info, add leads to campaign, and notify team in Slack
Capture coaching program applications, update contact info, add leads to campaign, and notify team in Slack
- Capture coaching submissions, format dates and emails, and create database entries in Notion
Capture coaching submissions, format dates and emails, and create database entries in Notion
- Process coaching feedback, filter responses, extract emails, and manage MailerLite subscriber groups
Process coaching feedback, filter responses, extract emails, and manage MailerLite subscriber groups
