1.Detect new lead event
Integrate Zoho CRM and CRM lead data tools to detect new lead creation and start the subscriber add flow.
Add new CRM leads to course subscriber list
Automatically detect new lead events in Zoho CRM across CRM lead capture and Kit forms. Create and update when qualified leads are added, or subscriber records are created or updatedβso you can grow course subscriber lists, tag referral sources, and start nurture without manual list building.
How this automation grows your course subscribers
When new CRM leads are created and lists stay outdated, timely onboarding slips and nurture misses its moment. This automation adds eligible leads from Zoho CRM into Kit forms and subscriber recordsβso your course team starts with enrollment-ready contacts.
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2.Find lead record
Integrate Zoho CRM and data lookup tools to find the full lead record and pull core contact fields.
3.Add subscriber to course form
Integrate Kit and course form lists to add a subscriber, map fields, and set the course opt-in flag to yes.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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