- CRM Automation
- CRM Update
- Real-time CRM sync
Update crm with customer details from learning activities or forms
Automatically update your CRM with customer details captured from learning activities or form submissions, ensuring your sales and support teams always have the latest information. This automation eliminates manual data entry by syncing new course enrollments, completions, and form responses directly into your CRM in real time. As a result, you save time, reduce errors, and maintain an accurate, up-to-date customer database without lifting a finger.
Filter by common apps:
Coassemble
Filter by Zapier
Salesforce
Google Drive
Formatter by Zapier
HubSpot
LearnDash
Zenler
Zoho CRM
LearnWorlds
Airtable
Brillium
Kiflo PRM
- Update Salesforce contact with training status and completion date from Coassemble
- Update HubSpot contact information from new Google Drive folder submissions
Update HubSpot contact information from new Google Drive folder submissions
- Update HubSpot with completed lesson from LearnDash
Update HubSpot with completed lesson from LearnDash
- Update Zoho CRM contact records when a student enrolls in Zenler course
Update Zoho CRM contact records when a student enrolls in Zenler course
- Update user information in Airtable when a profile changes in LearnWorlds
Update user information in Airtable when a profile changes in LearnWorlds
- Update HubSpot contact with new Brillium assessment results
Update HubSpot contact with new Brillium assessment results
- Update partner information in HubSpot when Kiflo PRM application is accepted
Update partner information in HubSpot when Kiflo PRM application is accepted
- Update or create contact in HubSpot when user enrolls in LearnDash course
Update or create contact in HubSpot when user enrolls in LearnDash course
- Update HubSpot contact when student completes LearnDash quiz
Update HubSpot contact when student completes LearnDash quiz