Nudge Coach and Salesflare

How to connect Nudge Coach

When user Added to My Coach Account in Nudge Coach, find or create account in Salesflare.
When user Added to Company in Nudge Coach, find or create account in Salesflare.

Nudge Coach is a customizable online coaching platform that helps you build relationships and keep clients on track for better health.

Start a workflow when this happens

User Added to Company — Triggers when a user is added to a company.
User Added to Group — Triggers when a user is added to a group.
User Added to My Coach Account — Triggers when a user is added to my coach account.
User Finished a Program — Triggers when a user receives their last day of program cards

Things Salesflare can make it do

Show 5 more actions

Invite Clients to Company — Invite clients to a specific company in Nudge Coach
Invite Clients to Group — Invite clients to a specific group in my coach account
Remove User From Company — Remove a user from a company as well as any company groups or company coaches they may be attached to
Remove Users From Coach — Remove one or more users from a coach
Remove Users From Group — Remove users from one or more of my groups

Look up existing records

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