Peak Funnels + UpCoach Integration

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UpCoach + Peak Funnels Integration

Create Peak Funnels contact for new UpCoach contact

If you're using UpCoach to manage your sales leads, it's important to also use Peak Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in UpCoach, a corresponding contact will automatically be created in Peak Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Peak Funnels + UpCoach Integration
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
  • UpCoach
    Task is created in UpCoach
  • UpCoach
    Member is added to program in UpCoach
  • UpCoach
    Program is created in UpCoach
  • UpCoach
    Client is created in UpCoach
2.
  • Peak Funnels
    Delete contact in Peak Funnels
  • Peak Funnels
    Search contact in Peak Funnels
  • Peak Funnels
    Update contact in Peak Funnels
  • Peak Funnels
    Create contact in Peak Funnels
  • Peak Funnels
    Create product in Peak Funnels
  • Peak Funnels
    Update product in Peak Funnels
  • Peak Funnels
    Search product in Peak Funnels
  • Peak Funnels
    Create member in Peak Funnels
  • Peak Funnels
    Delete member in Peak Funnels
  • Peak Funnels
    Update member in Peak Funnels
  • Peak Funnels
    Create member group in Peak Funnels
  • Peak Funnels
    Update member group in Peak Funnels
  • Peak Funnels
    Delete member group in Peak Funnels
  • UpCoach
    Search client by email in UpCoach
  • UpCoach
    Remove a member from program in UpCoach
  • UpCoach
    Add a task to program member in UpCoach
  • UpCoach
    Add a client to program in UpCoach
  • UpCoach
    Add a client to organization in UpCoach
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