1.Monitor new user created events
Integrate LearnWorlds and course signup data to detect new user created events for creating or updating a person record.
Create customer record from new learner signup in CRM
Automatically monitor new user created events across LearnWorlds and Gainsight. Create and update person records and store learner identifiers when new learner signup, email match occurs, or signup qualifiesβso you can find existing people, create new contacts, and update learner IDs without manual CRM entry.
How this automation protects your CRM data with learner records
When a new user is created in LearnWorlds, delays can cause duplicate or missing learner records in your CRM. This automation finds matching people and creates and updates person records in Gainsightβso your team can reach out using consistent learner IDs.
LearnWorldsor swap with your favorite app
2.Finds person by email
Integrate Gainsight and email matching tools to search for an existing person using the incoming LearnWorlds email.
Gainsightor swap with your favorite app
3.Creates person if no match
Integrate Gainsight and CRM field mapping to create a new person and store the learner ID in a custom field.
4.Updates person on match
Integrate Gainsight and CRM note tools to update the existing person with the learner ID and signup details.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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