1.Detects new paid member
Integrate Skool and community membership events to watch for new paid member signups and start the lead capture flow.
Create purchase lead and opportunity from new paid member
Automatically detect new paid member signups across Skool and Close. Create and update when purchases happen so you can create leads, map opportunities, and log sales without manual data entry.
How this automation turns memberships into CRM opportunities
When new paid member signups land, sales data can sit unorganized and delay onboarding. This automation formats membership dates, finds or creates leads and opportunities, and logs each purchaseβso your team can start immediately.
Skoolor swap with your favorite app
2.Formats membership timestamp
Integrate Formatter by Zapier and data mapping tools to convert membership created timestamps into a formatted date for records.
Formatter by Zapieror swap with your favorite app
3.Finds or creates a lead
Integrate Close and contact matching tools to find a lead by email and create a new lead when there is no match.
Closeor swap with your favorite app
4.Updates lead and creates opportunity
Integrate Close and CRM opportunity tools to set status, add a product tag, and create an opportunity value from purchase.
5.Adds purchase tag to subscriber
Integrate ConvertKit and email audience tools to add the configured purchase tag to the subscriber by email.
Kitor swap with your favorite app
6.Logs purchase row to sheet
Integrate Google Sheets and reporting tools to add a row with date, buyer details, and purchase value and fees.
Google Sheetsor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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