Jackrabbit Class + Zoho CRM
Create module entry in Zoho CRM when new students enroll in Jackrabbit Class
Save time and improve efficiency in managing your CRM with this workflow. As soon as a new student enrolls in Jackrabbit Class, a module entry is instantly created in Zoho CRM. This automated process not only eliminates manual data entry but also ensures your CRM reflects real-time changes for improved decision-making and customer engagement.
Save time and improve efficiency in managing your CRM with this workflow. As soon as a new student enrolls in Jackrabbit Class, a module entry is instantly created in Zoho CRM. This automated process not only eliminates manual data entry but also ensures your CRM reflects real-time changes for improved decision-making and customer engagement.
- When this happens...Student Enrolled
Triggers when a new enrollment is created for a student.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Include All Contacts
Try ItClass Updated
Triggers when a class is updated (based on class name and category 1)
Try ItContact Updated
This triggers when specific fields on a contact are changed. The fields we look for are: FirstName, LastName, Email, Home/Work/Cell Phone number, Mass Email Opt-Out and Address fields
Try ItInclude All Contacts
Try It
Class Created
Triggers when a class is created (and the created date is after this day at midnight
Try ItContact Created
Triggers when a new contact is created
Try ItInclude All Contacts
Try ItFamily Updated
This triggers when specific fields on a Family are changed. The fields we look for are: Name, Phone, Source, Referral, Location, or Address information
Try It
