Coach Catalyst + systeme.io
Handle new systeme.io sales by creating or updating clients in Coach Catalyst
Harness the power of automation to streamline your client management with this workflow. When a new sale happens in your systeme.io platform, it dynamically updates or creates a client profile in Coach Catalyst. You can effortlessly keep your client data up-to-date, ensuring a smoother sales process. This workflow provides an effective solution to managing client information between your sales and coaching platforms.
Harness the power of automation to streamline your client management with this workflow. When a new sale happens in your systeme.io platform, it dynamically updates or creates a client profile in Coach Catalyst. You can effortlessly keep your client data up-to-date, ensuring a smoother sales process. This workflow provides an effective solution to managing client information between your sales and coaching platforms.
- When this happens...New Sale
Triggers when a new sale is made.
- automatically do this!Create/Update Client
Creates a new client or updates an existing one
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