Update module entries in Zoho CRM for new paid members in Skool
Streamline your workflow with this Skool to Zoho CRM automation. Whenever a new paid member is registered on Skool, a module entry is created or updated in Zoho CRM. This saves time and ensures that your CRM is always up-to-date with the latest membership data, allowing you to keep track of your customers more efficiently.
Streamline your workflow with this Skool to Zoho CRM automation. Whenever a new paid member is registered on Skool, a module entry is created or updated in Zoho CRM. This saves time and ensures that your CRM is always up-to-date with the latest membership data, allowing you to keep track of your customers more efficiently.
- When this happens...New Paid Member
Triggers when a new member successfully completes payment and joins the group.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try ItEmail AddressRequired
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
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New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try ItEmail AddressRequired
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
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