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Capsule CRM + Skool

Unlock courses for members with updated Capsule CRM contacts in Skool

Easily unlock courses for your contacts in Skool whenever there's a new or updated contact in Capsule CRM. This workflow ensures that your Capsule CRM contacts gain timely access to relevant Skool courses, enhancing their learning experience and boosting engagement. Say goodbye to manual enrollment and embrace this seamless, efficient connection between your CRM and online courses.

Easily unlock courses for your contacts in Skool whenever there's a new or updated contact in Capsule CRM. This workflow ensures that your Capsule CRM contacts gain timely access to relevant Skool courses, enhancing their learning experience and boosting engagement. Say goodbye to manual enrollment and embrace this seamless, efficient connection between your CRM and online courses.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    SkoolSkool
    Unlock Course for Member

    Unlocks a given course for a specific member in your group.

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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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About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

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