Coaching Loft and Salesflare
How to connect Coaching Loft
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Appointment in Coaching Loft, create meeting, then create call in Salesflare.
- When new Client in Coaching Loft, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in Coaching Loft, find or create contact in Salesflare.
- When new Invoice in Coaching Loft, create opportunity, then find or create contact in Salesflare.
About Coaching Loft
Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.
Coaching Loft operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Appointment — Triggers when a new appointment is created.
- New Client — Triggers when a new client/coachee is created from your coachee list.
- New Coaching Session Completed — Triggers when or after a coaching session has been completed.
- New Contact — Triggers when a new contact is created.
- New File Attachment — Triggers when a new file is uploaded or shared to your file storage.
Show 1 more triggers
- New Invoice — Triggers when a new invoice is created.
Actions (7)
Things Salesflare can make it do
- Add New Action — Adds an action to a specific client/coachee.
- Add New Appointment — Adds a new appointment to your coach calendar.
- Add New Coachee — Add a new coachee to your coach account
- Add New Contact — Adds a new contact to your contact list.
- Add New Engagement — Add a new engagement to your account
Show 2 more actions
- Add New Invoice — Add a new Invoice to a specific client/coachee
- Add New Session Log — Adds a new Session log to your Coaching Logs.
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