1.Creates on new domain enrollment
Integrate Skilljar and lms enrollment tools to detect new domain enrollment and create the enrollment trigger.
Create enrollment records in CRM for revenue visibility
Automatically monitor new domain enrollment events across Skilljar and Salesforce. Create enrollment records and upsert contact context, so you can deliver same-day training visibility and keep revenue operations accurate without manual data entry.
How this automation creates enrollment records for revenue visibility
When new domain enrollment events happen, delays can break revenue visibility across teams. This automation finds contacts and creates missing contacts and enrollment recordsβso your team can access same-day training context.
Skilljaror swap with your favorite app
2.Finds matching contact by email
Integrate Salesforce and contact lookup workflows to locate an existing contact and map the Skilljar user email to contact email.
Salesforceor swap with your favorite app
3.Creates contact when missing
Integrate Salesforce and contact provisioning tools to create a new contact when no match is found and map names and emails.
4.Creates enrollment record
Integrate Salesforce and enrollment record workflows to create the enrollment record and link the contact ID to enrollment lookup.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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