- CRM Automation
- CRM Update
- Real-time CRM sync
Update crm with customer details from learning activities or forms
Automatically update your CRM with customer details captured from learning activities or form submissions, ensuring your sales and support teams always have the latest information. This automation eliminates manual data entry by syncing new course enrollments, completions, and form responses directly into your CRM in real time. As a result, you save time, reduce errors, and maintain an accurate, up-to-date customer database without lifting a finger.
Filter by common apps:
GoDaddy CRM
Google Sheets
Academy by Coassemble
Filter by Zapier
Salesforce
Google Drive
Formatter by Zapier
HubSpot
Airtable
Pipedrive
Slack
LearnDash
Zenler
Zoho CRM
LearnWorlds
Brillium
Kiflo PRM
- Update Google Sheets with customer information from GoDaddy CRM
- Update Salesforce contact with training status and completion date from Coassemble
Update Salesforce contact with training status and completion date from Coassemble
- Update HubSpot contact information from new Google Drive folder submissions
Update HubSpot contact information from new Google Drive folder submissions
- Update person in Pipedrive and notify team in Slack when new Airtable form is submitted
Update person in Pipedrive and notify team in Slack when new Airtable form is submitted
- Update HubSpot with completed lesson from LearnDash
Update HubSpot with completed lesson from LearnDash
- Update Zoho CRM contact records when a student enrolls in Zenler course
Update Zoho CRM contact records when a student enrolls in Zenler course
- Update user information in Airtable when a profile changes in LearnWorlds
Update user information in Airtable when a profile changes in LearnWorlds
- Update HubSpot contact with new Brillium assessment results
Update HubSpot contact with new Brillium assessment results
- Update partner information in HubSpot when Kiflo PRM application is accepted
Update partner information in HubSpot when Kiflo PRM application is accepted