Step By Step Walkthrough
Trainerize Overview
Trainerize is a fitness app/software designed for personal trainers, gyms, and fitness professionals to deliver online coaching and enhance client engagement. It streamlines program creation, client communication, and progress tracking through a user-friendly platform.
Key Features:
Workout Program Delivery: Design and assign customized workout plans, including video tutorials.
Nutrition Tracking: Provide meal plans, set macronutrient goals, and integrate with apps like MyFitnessPal.
Progress Monitoring: Track client performance, body metrics, progress photos, and achievements.
Client Communication: In-app messaging, automated reminders, and video call capabilities for real-time interaction.
Wearable Integrations: Sync with fitness devices and apps like Fitbit, Apple Watch, and Google Fit.
Business Tools: Manage payments, automate client onboarding, and grow your business with marketing features.
Hybrid Coaching Support: Combine in-person and virtual training for flexible service options.
Ideal For:
Personal trainers
Gym owners
Online fitness coaches
Wellness professionals
Trainerize helps fitness professionals scale their business, improve client accountability, and offer comprehensive fitness solutions.
Integrating OS with Trainerize via Zapier
This guide outlines two options for automating client creation and updates between OS and Trainerize using Zapier.
Preparation
Before you begin, ensure you have:
Zapier Account: Access to a Zapier account to create and manage workflows.
Trainerize Account: Logins for Trainerize to connect the app in Zapier.
OS Account: Logins for OS to set up triggers and webhooks.
Option 1: Integration via Pipeline Stage Trigger
Set up the Trigger in Zapier
Log in to your Zapier account.
Create a new Zap and select Leadconnector as the app.
Choose the trigger event: Pipeline Stage Changed.
Connect your OS account to Zapier.
Select the specific pipeline stage in OS that triggers the workflow..
Set up the Action in Zapier
Add an Action to the Zap and select Trainerize as the app.
Choose the action event: Create/Update Client.
Connect your Trainerize account to Zapier.
Map the required fields from OS to Trainerize (e.g., name, email, and phone number).
Test and Activate the Zap
Test the Zap to ensure it creates or updates clients correctly in Trainerize.
Turn on the Zap.
Option 2: Integration via Webhook Trigger
Set up a Webhook in OS
Log in to your OS account.
Navigate to Workflows > Then set the trigger as checkout or form submitted
Create a new webhook action.
Copy the webhook URL generated by Zapier (see Step 2).
Set up the Trigger in Zapier
Log in to your Zapier account.
Create a new Zap and select Webhook as the trigger app.
Choose the trigger event: Catch Hook.
Paste the webhook URL from Zapier into the OS webhook settings.
Set up the Action in Zapier
Add an Action to the Zap and select Trainerize as the app.
Choose the action event: Create/Update Client.
Connect your Trainerize account to Zapier.
Map the required fields from the webhook data to Trainerize (e.g., name, email, and phone number).
Test and Activate the Zap
Test the Zap to ensure it processes the webhook correctly and creates or updates clients in Trainerize.
Turn on the Zap.
Conclusion
Both options achieve seamless integration between OS and Trainerize. Choose the option that best suits your workflow and technical setup:
Option 1: Easier setup using pipeline stage triggers.
Option 2: Greater flexibility using webhooks for custom events.
Ensure all accounts are connected and active for the integrations to function smoothly.