Coach Catalyst + involve.me
Create clients in Coach Catalyst from new completed submissions in involve.me
Streamline your client onboarding process with this efficient workflow between involve.me and Coach Catalyst. Whenever a new completed submission is received in involve.me, a new client will be created in Coach Catalyst. This automation saves time and ensures that your client data is seamlessly transferred between the two apps, helping you focus on delivering great coaching services.
Streamline your client onboarding process with this efficient workflow between involve.me and Coach Catalyst. Whenever a new completed submission is received in involve.me, a new client will be created in Coach Catalyst. This automation saves time and ensures that your client data is seamlessly transferred between the two apps, helping you focus on delivering great coaching services.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create/Update Client
Creates a new client or updates an existing one
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try It
Create/Update Client
Creates a new client or updates an existing one
