Coach Catalyst + Jotform + LeadConnector Integrations

How to connect Coach Catalyst + Jotform + LeadConnector

Zapier lets you send info between Coach Catalyst and Jotform and LeadConnector automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger

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Choose an Action

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Do even more with Coach Catalyst + Jotform + LeadConnector

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Coach Catalyst, Jotform, and LeadConnector. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Create/Update Client
Creates a new client or updates an existing one
Action
Write
- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
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

- CampaignRequired
- 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

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- 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

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How Coach Catalyst + Jotform + LeadConnector Integrations Work

Step 1: Authenticate Coach Catalyst, Jotform, and LeadConnector.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Coach Catalyst + Jotform + LeadConnector

About Coach Catalyst

Coach Catalyst is a coaching platform that helps you keep clients accountable.

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

Similar apps

About LeadConnector

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

Learn more Help

Related categories

Marketing Automation

Coach Catalyst + Jotform + LeadConnector Integrations

How to connect Coach Catalyst + Jotform + LeadConnector

Do even more with Coach Catalyst + Jotform + LeadConnector

Create/Update Client

New Signed Document

Assign Prefilled Form

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Add/Update Contact

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Notes

Business Name

Country

Date Of Birth

Add Lead to Campaign

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)

Add Task

Assign to User

Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

First Name

Last Name

Contact Phone

Contact Email

New Submission

Assign Form

Invitation Message

Assignee Permission

Create Submission

Pipeline Stage Changed

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country

Postal Code

Tags (comma delimited string for multiple tags)

Source

Notes

Assign to User

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name