1.Detect onboarding-stage deal movement
Integrate HighLevel and CRM workflow tools to detect deal movement into onboarding stage to trigger the welcome flow
Send welcome message and enroll new program members
Automatically monitor deals moved to configured onboarding stage across HighLevel, Gmail, LeadConnector, and Disco. Create and update when deals move to configured onboarding stage, buyer onboarding stage is reached, or program purchase reaches onboarding stageβso you can send welcome emails, update contacts, and enroll learners without manual follow-up.
How this automation enrolls new members faster
When a deal reaches your onboarding stage, delays can leave new members without a welcome or access to courses. This automation sends personalized welcome emails, updates contact records, invites community users, and enrolls them in configured experiencesβso your team can scale onboarding consistently.
Levor swap with your favorite app
2.Sends personalized welcome email
Integrate Gmail and email template tools to send a personalized HTML welcome email to map names and program links into the message
Gmailor swap with your favorite app
3.Adds or updates contact
Integrate LeadConnector and contact database tools to add or update a contact record to map fields and match by email
LeadConnectoror swap with your favorite app
4.Invites user to community
Integrate Disco and learning community tools to add a user to the community to assign membership role and invite access
Discoor swap with your favorite app
5.Enrols user in course experiences
Integrate Disco and learning experience tools to enroll the user into configured course experiences to assign learner role
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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