Clientify + LearnWorlds

Clientify + LearnWorlds integrations

Create new Clientify contacts from new leads in LearnWorlds

When a new lead appears in LearnWorlds, this workflow promptly creates a corresponding contact in Clientify. Streamline your customer management process, ensuring every prospective client is efficiently captured and stored. Improve your lead response time with seamless data transfer between your education platform and CRM.

When this happens...
New LeadTriggers when a new email lead is captured.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in Clientify
ActionWrite

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More things you can do with LearnWorlds and Clientify

Discover other triggers and actions you can use with LearnWorlds and Clientify

- Assessment
  Required
Trigger
Instant
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New Certificate
Triggers when a user is awarded a certificate.
Trigger
Instant
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User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Trigger
Instant
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New Lead
Triggers when a new email lead is captured.
Trigger
Instant
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- Course
  Required
- Learning Activity
  Required
Trigger
Instant
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Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
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New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
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New User
Triggers when a new user is registered.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Product
  Required
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- Email or ID
  Required
Action
Search
New Company
Triggers when a new company is created in clientify.
Trigger
Polling
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New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
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- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search

New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Trigger
Instant
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Course Completed
Triggers when a user completes a course.
Trigger
Instant
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New Lead (Legacy)
Triggers when a new email lead is captured.
Trigger
Instant
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Learning Program Completed
Triggers when a user completes a learning program.
Trigger
Instant
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Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
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Instant
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User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
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Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
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Instant
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- Source
  Required
- Survey
  Required
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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New User (Legacy)
Triggers when a new user is registered.
Trigger
Instant
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User Updated
Triggers when a user profile is updated.
Trigger
Instant
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- Email
  Required
- Product
  Required
- Price
- Transaction Id
Action
Write
- Full Name
  Required
- Email
  Required
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- Email
  Required
- First Name
- Last Name
- Product
  Required
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- Email
  Required
- Product
  Required
- Mark Payment as Refunded
Action
Write
- Tag
  Required
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created in clientify.
Trigger
Polling
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- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

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Related categories

CRM (Customer Relationship Management)

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About LearnWorlds

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

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Related categories

Online Courses