1.Receives new learner payload
Integrate Reach 360 and analytics tools to capture learner email and account creation timestamp to trigger enrollment updates.
Update contact training status when learner account created
Automatically tag CRM contacts for new learner accounts across Reach 360 and Freshsales Suite. Create and update when learner account created or enrollment status changes or cohort qualifiesβso you can set training status, format enrolled dates, and update contact records without manual onboarding tracking.
How this automation updates contact training status
When learner accounts are created but onboarding fields lag, coordinators lose visibility into who is ready. This automation processes Reach 360 events, normalizes training status and enrolled dates, and updates Freshsales Suite contact recordsβso your team can confirm progress quickly.
Reach 360or swap with your favorite app
2.Normalizes training status value
Integrate Formatter by Zapier and data transformation tools to normalize or set the training status value for the CRM update.
Formatter by Zapieror swap with your favorite app
3.Finds mapped CRM contact record
Integrate Zapier Tables and CRM mapping tools to look up the linked CRM contact identifier by learner email.
Zapier Tablesor swap with your favorite app
4.Formats enrolled date
Integrate Formatter by Zapier and reporting tools to convert the creation timestamp into a readable enrolled date.
5.Updates CRM contact with status
Integrate Freshsales Suite and CRM record tools to update the contact with training status and enrolled date fields.
Freshsales Suiteor swap with your favorite app
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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