Connect CoachingOS and ezzycrm to Build Intelligent Automations

Choose a Trigger

CoachingOS

When this happens...

Choose an Action

ezzycrm

Automatically do this!

Enable Integrations or automations with these events of CoachingOS and ezzycrm

Enable Integrations or automations with these events of CoachingOS and ezzycrm

Triggers

Fetch Leads

Fetch Leads

Fetches new leads from your CoachingOS account and triggers the workflow automatically.

Request a new Trigger for CoachingOS

Actions

Create Lead

Create Lead

Create a new lead

Request a new Action for CoachingOS

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Frequently Asked Questions

How do I start an integration between CoachingOS and ezzycrm?

To start, connect both your CoachingOS and ezzycrm accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in ezzycrm (or vice versa).

Can we customize how data from CoachingOS is recorded in ezzycrm?

Absolutely. You can customize how CoachingOS data is recorded in ezzycrm. This includes choosing which data fields go into which fields of ezzycrm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CoachingOS and ezzycrm?

The data sync between CoachingOS and ezzycrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CoachingOS to ezzycrm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CoachingOS and ezzycrm?

Yes, you can set conditional logic to control the flow of data between CoachingOS and ezzycrm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CoachingOS

About CoachingOS

A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.

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ezzycrm

About ezzycrm

EzzyCRM is a Customer Relationship Management software that helps companies to manage sales team, assign task and followup, track pipeline, and visualize deal stages for better ROI.

Learn More