Create or update Marketing 360 contacts when new paid members join in Skool
Stay on top of your contact management with this streamlined workflow. Whenever a new paid member joins via the Skool app, their contact details are instantly recorded or updated in Marketing 360. This not only saves you valuable time but ensures you always have the most recent details of your paid members. Make your CRM tasks more efficient with this automation.
Stay on top of your contact management with this streamlined workflow. Whenever a new paid member joins via the Skool app, their contact details are instantly recorded or updated in Marketing 360. This not only saves you valuable time but ensures you always have the most recent details of your paid members. Make your CRM tasks more efficient with this automation.
- When this happens...New Paid Member
Triggers when a new member successfully completes payment and joins the group.
- automatically do this!CRM - Create or Update Contact
Creates or updates a contact in the Marketing 360® CRM.
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Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try ItEmail AddressRequired
Lead NameRequired
Email AddressRequired
Phone Number
Contact StatusRequired
Contact TypeRequired
Lead sourceRequired
New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try ItEmail AddressRequired
Contact NameRequired
Email AddressRequired
Phone Number
Contact SourceRequired
Contact StatusRequired
Contact TypeRequired