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Set up your first integration
Quickly connect Thinkific to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Thinkific with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Course Completed" from Thinkific.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Thinkific and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Course Name
Try ItTriggerInstant- Course Name
Try ItTriggerInstant- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New User
Triggers when a new user is created.
Try ItTriggerInstant
- CourseRequired
- Lesson
Try ItTriggerInstant- Course Name
Try ItTriggerInstant- Product Name
Try ItTriggerInstant- Product Name
Try ItTriggerInstant
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Practical ways you can use Thinkific and Zoho CRM
Track course completions as potential leads
When a user completes a course in Thinkific, Zapier creates a lead in Zoho CRM. This allows business owners to immediately identify engaged students who may be potential customers for further offerings, helping them prioritize follow-ups and improve conversion rates.
Business OwnerAdd new leads to a targeted campaign list
When a user enrolls in a Thinkific course, Zapier creates a new lead in Zoho CRM for a targeted marketing campaign. This ensures marketers can track the progress of campaigns and build strong engagement with prospective clients or students.
Marketing & Marketing OpsEnrich course data in your CRM
Whenever a new course is listed in Thinkific, Zapier updates your Zoho CRM with the course information. This automation reduces the need for manual entry while streamlining the process of managing project-related learning resources.
Project ManagementLearn how to automate Thinkific on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Thinkific + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Thinkific and Zoho CRM
What are the prerequisites for integrating Thinkific with Zoho CRM?
To integrate Thinkific with Zoho CRM, ensure you have active accounts on both platforms. Additionally, verify that you have administrative access to manage integrations in both Thinkific and Zoho CRM.
How do I set up a trigger in Thinkific to update Zoho CRM?
You can set up triggers in Thinkific based on events such as course completions or new enrollments. These triggers can then be configured to automatically update records in Zoho CRM, keeping your customer relationship data current.
Can I customize the data fields that are sent from Thinkific to Zoho CRM?
Yes, during the integration setup, you can choose which data fields from Thinkific correspond to fields in Zoho CRM. This customization ensures that only relevant information is synced between the two platforms.
Are there any limitations on the types of actions we can perform through this integration?
While our integration covers most common actions such as adding new leads or updating existing customer information based on course activities, some complex logic may still require additional custom solutions or API usage.
How often does the sync occur between Thinkific and Zoho CRM?
By default, updates are processed in near real-time due to event-based triggers set in Thinkific; however, processing times might vary slightly depending on server loads.
What should I do if data sync between Thinkific and Zoho CRM stops working suddenly?
First, verify whether any recent changes were made to either system's API settings or user permissions. After confirming these settings are correct, try reconnecting the integration through our platform interface.
Is technical support available if I encounter issues with the integration?
Certainly! Our support team is ready to assist you with any issues related to integrating Thinkific with Zoho CRM. You can contact us through our support portal for personalized assistance.
