Coachful and Salesflare

How to connect Coachful

When new Lead Captured in Coachful, find or create contact in Salesflare.
When new Client Added in Coachful, find or create account, then find or create contact, then add contact to account in Salesflare.
When payment Received in Coachful, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create Pipeline Lead in Coachful.
When new Task in Salesflare, create Task in Coachful.

Coachful is a program delivery tool for coaches and creators.

Start a workflow when this happens

Course Joined — Triggers when a client starts a course.
Goal Achieved — Triggers when a client achieves a goal.
Group Call Completed — Triggers when any group call ends (squad, cohort, or community).
Habit Completed — Triggers when a client completes a habit.
Intake Call Booked — Triggers when a prospect books an intake or discovery call.

Show 7 more triggers

Intake Call Completed — Triggers when an intake/discovery call is completed.
New Check-In Completed — Triggers when a client completes a check-in.
New Client Added — Triggers when a new client joins your organization.
New Lead Captured — Triggers when a new email/lead is captured via a funnel or lead magnet.
Payment Received — Triggers when a payment is received.
Program Purchased — Triggers when a client purchases a program.
Session Completed — Triggers when a coaching session is completed.

Things Salesflare can make it do

Add Note — Adds a coach note about a client.
Add Session Note — Add notes and key takeaways from an external note-taking app to a specific Coachful session.
Add Tag — Adds one or more tags to a client for segmentation.
Create Habit — Create a habit for a client.
Create Invoice — Creates an invoice for a client.

Show 6 more actions

Create Pipeline Lead — Creates or updates a lead in your sales pipeline (de-duplicated by email).
Create Post — Creates a post in the feed.
Create Task — Create a task for a client.
Enroll in Program — Enrolls a client in a program.
Grant Resource — Grants a client access to a course, article, or other resource.
Send Message — Sends a chat message to a client as the coach.

Look up existing records

Show 2 more searches

Find Resource — Finds a resource (course, article, etc.) in your organization.
Find Session — Find the Coachful session that matches an external meeting using its meeting URL and start time.

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