CoachAccountable + LeadConnector

Create and manage LeadConnector contacts from new clients in CoachAccountable

Create an efficient workflow between CoachAccountable and LeadConnector to streamline your business processes. Whenever a new client is added in CoachAccountable, this workflow will instantly update or add contact details in LeadConnector. It simplifies your client management, ensures data consistency across platforms, and saves you time on manual data entry.

When this happens...
New Client
Triggers when a new client is created.
TriggerScheduled
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a new client is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new client invoice is created.
Trigger
Scheduled
Try It
New Session
Triggers when a new Session is marked complete.
Trigger
Scheduled
Try It
- Action IDRequired
- Date Done
- Time Done
- Timezone
- Comment
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Coach ID
- Gender
- Timezone
- Address
- City
- State
- Zip
- Cell Phone
- Home Phone
- Work Phone
- Send Invitation
- Invitation Subject
- Invitation Message
- Upgrade if Needed
Action
Write

- ClientIDRequired
- CourseIDRequired
- CoachID
- Start Date
- Start on Point
Action
Write
- InvoiceIDRequired
- Payment AmountRequired
- Date Of
- Payment Method
- Check Number
- Allow Overpay
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

New Coach
Triggers when a new coach is created.
Trigger
Scheduled
Try It
New Invoice Payment
Triggers when a new payment is posted for an invoice.
Trigger
Scheduled
Try It
- Client IDRequired
- The ActionRequired
- Date DueRequired
- Time DueRequired
- Timezone
- Action Project ID
- Project Name
- Weight
- Comment
- sendNotification
- Reminder Set
- Locked
Action
Write
- Client IDRequired
Action
Write
- Client IDRequired
Action
Write
- ClientIDRequired
- DateRequired
- Number
- Tax Rate (%)
- Duplicate Number Handling
- Line Items
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

About CoachAccountable

CoachAccountable is a platform to support and structure coaching relationships between coaches and their clients.

Learn more Help

Related categories

Online Courses

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

Similar apps

Zapier Interfaces

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

Related Zap Templates

Update new clients in CoachAccountable when pipeline stages change in LeadConnector

Related Zap Templates

Update new clients in CoachAccountable when pipeline stages change in LeadConnector

CoachAccountable + LeadConnector

Create and manage LeadConnector contacts from new clients in CoachAccountable

New Client

New Invoice

New Session

Mark Action Done

Date Done

Time Done

Timezone

Comment

Add New Client

Coach ID

Gender

Timezone

Address

City

State

Zip

Cell Phone

Home Phone

Work Phone

Send Invitation

Invitation Subject

Invitation Message

Upgrade if Needed

Add Client to Course

CoachID

Start Date

Start on Point

Add Invoice Payment

Date Of

Payment Method

Check Number

Allow Overpay

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 Coach

New Invoice Payment

Add New Action

Timezone

Action Project ID

Project Name

Weight

Comment