Bigin by Zoho CRM + TeamUp
Create or update contacts in Bigin by Zoho CRM for new class registrations in TeamUp
Streamline your class registration process with this powerful automation. When a new class registration occurs in TeamUp, it instantly results in creating or updating contact details in Bigin by Zoho CRM. This workflow not only ensures all your student information is up to date and organized in your CRM, but also frees up your time for more important tasks related to class management and student engagement.
Streamline your class registration process with this powerful automation. When a new class registration occurs in TeamUp, it instantly results in creating or updating contact details in Bigin by Zoho CRM. This workflow not only ensures all your student information is up to date and organized in your CRM, but also frees up your time for more important tasks related to class management and student engagement.
- When this happens...Class Registration
Triggers when a customer is registered for a class.
- 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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Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Try ItClass Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Try ItClass Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Try ItCustomer Created
Triggers when a new customer is created.
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Class Registration
Triggers when a customer is registered for a class.
Try ItClass Attendee No-Showed
Triggers when an attendee is marked as no showed.
Try ItCourse Session Ended
Triggers when a course session ends.
Try ItCustomer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
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