Skool + Zoho CRM
Answer membership questions in Skool and create or update module entries in Zoho CRM
Expedite your CRM management with this efficient workflow. Whenever a membership question is answered in your Skool app, it instantly triggers an entry creation or update in your Zoho CRM. Rather than manually transferring information between platforms, let this integration take care of it, saving you time for more important tasks. Leverage this workflow to keep your Zoho CRM up-to-date with the latest information from your Skool app.
Expedite your CRM management with this efficient workflow. Whenever a membership question is answered in your Skool app, it instantly triggers an entry creation or update in your Zoho CRM. Rather than manually transferring information between platforms, let this integration take care of it, saving you time for more important tasks. Leverage this workflow to keep your Zoho CRM up-to-date with the latest information from your Skool app.
- When this happens...Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
- 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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