1.Monitors course completed event
Integrate LearnWorlds to capture course completion details to trigger CRM entry.
Update purchased course record in CRM on completion
Automatically monitor course completed events across LearnWorlds and Microsoft Dynamics 365 CRM. Create and update when contacts are found or purchases are completedβso you can create contacts, update purchase records, and write completion timestamps without manual reporting.
How this automation updates completed course purchases
When a course completed event fires, delayed entries can disrupt follow-up and reporting. This automation formats learner details and updates your CRM contact and purchased-product recordsβso your team can track completions accurately.
LearnWorldsor swap with your favorite app
2.Normalizes learner name fields
Integrate Formatter by Zapier and data cleanup tools to format learner name components to standardize contact naming.
Formatter by Zapieror swap with your favorite app
3.Finds or creates matching contact
Integrate Microsoft Dynamics 365 CRM and contact lookup tools to search by email and create contacts to link learners.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Updates purchased-product completion
Integrate Microsoft Dynamics 365 CRM and reporting fields tools to find or create purchased products and update completion status and date to record course completions.
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