1.Monitors course completed
Integrate Academy by Coassemble and course tracking to trigger updates when a learner completes a course.
Update CRM contact record when learner completes course
Automatically find CRM contact records across Academy by Coassemble and Zoho CRM when learners complete courses and an LMS ID is present. Create and update CRM contacts when course completions arrive, LMS ID matches, or completion dates changeβso you can update fields, create missing records, and set enrollment flags without manual CRM updates.
How this automation updates learner records in your CRM
When course completions happen but CRM data stays outdated, support and program teams lose context and follow-ups slow down. This automation watches for course completed events, then finds, filters, and updates or creates Zoho CRM contactsβso your records stay current without manual entry.
Academy by Coassembleor swap with your favorite app
2.Finds contact by LMS ID
Integrate Zoho CRM and CRM fields to look up Contacts by LMS ID and return match status.
Zoho CRMor swap with your favorite app
3.Branches contact match path
Integrate Filter by Zapier and routing logic to continue when a contact is found or switch to not-found steps.
Filter by Zapieror swap with your favorite app
4.Searches by email and updates
Integrate Zoho CRM and contact matching to search Contacts by email and update completion date and enrollment flags.
5.Creates contact when no match
Integrate Zoho CRM and contact creation to create a new Contacts record with LMS ID, enrollment flags, and completion date.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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.
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