Bigin by Zoho CRM + Jackrabbit Class
Enroll new students in Jackrabbit Class and create or update contacts in Bigin by Zoho CRM
Enroll a new student in the Jackrabbit Class app and this workflow will dynamically update your Bigin by Zoho CRM contact list. This automation saves time by instantaneously transferring class enrollment data, ensuring your CRM system is always up-to-date. Foster a more efficient and accurate student data management process without the need for manual entry.
Enroll a new student in the Jackrabbit Class app and this workflow will dynamically update your Bigin by Zoho CRM contact list. This automation saves time by instantaneously transferring class enrollment data, ensuring your CRM system is always up-to-date. Foster a more efficient and accurate student data management process without the need for manual entry.
- When this happens...Student Enrolled
Triggers when a new enrollment is created for a student.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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Include All Contacts
Try ItClass Updated
Triggers when a class is updated (based on class name and category 1)
Try ItContact Updated
This triggers when specific fields on a contact are changed. The fields we look for are: FirstName, LastName, Email, Home/Work/Cell Phone number, Mass Email Opt-Out and Address fields
Try ItInclude All Contacts
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Class Created
Triggers when a class is created (and the created date is after this day at midnight
Try ItContact Created
Triggers when a new contact is created
Try ItInclude All Contacts
Try ItFamily Updated
This triggers when specific fields on a Family are changed. The fields we look for are: Name, Phone, Source, Referral, Location, or Address information
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