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Capsule CRM + LearnWorlds

Create LearnWorlds users from new or updated Capsule CRM opportunities

Streamline your sales and onboarding processes with this efficient workflow. When an opportunity is created or updated in Capsule CRM, a new user gets created in LearnWorlds, making it easier to track leads and convert them into customers. This automation eliminates manual data entry and ensures consistency across both platforms, improving both organization and productivity within your business.

Streamline your sales and onboarding processes with this efficient workflow. When an opportunity is created or updated in Capsule CRM, a new user gets created in LearnWorlds, making it easier to track leads and convert them into customers. This automation eliminates manual data entry and ensures consistency across both platforms, improving both organization and productivity within your business.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    LearnWorldsLearnWorlds
    Create User

    Adds a new user to the school. If a user with this email already exists, this user will be updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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learnworlds logo

About LearnWorlds

LearnWorlds is a premium learning platform via which you sell online courses under your own website.

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