LeadConnector + upcoach

Add new upcoach program members to LeadConnector as updated contacts

When a new program member joins up through upcoach, this workflow ensures their details are seamlessly updated or added in the LeadConnector system. This process takes away the hassle of manual data transfers, allowing you to focus more on your coaching session. With this streamlined operation, you can ensure immediate follow-ups and manage your contacts efficiently.

When this happens...
New Program Member
Triggers when a new member is added to a program.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- ProgramRequired
Trigger
Polling
Try It
- Client IDRequired
Action
Write
- Program
- Client
Action
Write
- Client IDRequired
Action
Write

- EmailRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Program
Triggers when a new program is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created on a program.
Trigger
Polling
Try It
- NameRequired
- EmailRequired
- Password
- Timezone
- Send invite
Action
Write
- Todo titleRequired
- Todo description
- Due date
- Program
- MemberRequired
Action
Write
- ProgramRequired
- MemberRequired
Action
Write
- EmailRequired
- NameRequired
- Password
- Timezone
- Send invite
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About upcoach

Upcoach is an online coaching platform you need to deliver exceptional programs, nurture client relationships, and manage your coaching business - all in one!

Related categories

CRM (Customer Relationship Management)

LeadConnector + upcoach

Add new upcoach program members to LeadConnector as updated contacts

Supported triggers and actions

New Client

New Program Member

Activate a Client

Add a Client to a Program

Deactivate a Client

Find a Client

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

New Program

New Task

Add a Client

Add a Task to a Program Member

Remove a Member From a Program

Find or Add a Client

Add/Update Contact

Add Lead to Workflow

Add Task

About LeadConnector

Related categories

Similar apps

Zapier Interfaces

About upcoach

Related categories