Freshsales Suite + LearningSuite
Add new Freshsales Suite contacts to LearningSuite groups automatically
Effortlessly streamline your onboarding process with this workflow that connects Freshsales Suite and LearningSuite. When a new contact is added in Freshsales Suite, they will be automatically enrolled in the desired group(s) on LearningSuite, ensuring a seamless experience for your team and the new member. Save time and maintain consistency with this efficient automation.
Effortlessly streamline your onboarding process with this workflow that connects Freshsales Suite and LearningSuite. When a new contact is added in Freshsales Suite, they will be automatically enrolled in the desired group(s) on LearningSuite, ensuring a seamless experience for your team and the new member. Save time and maintain consistency with this efficient automation.
- When this happens...
Contact UpdatedTriggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Members to GroupsAdds Members to Groups
ActionWriteCreate a new record or update an existing record in your app.
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TitleRequired
Associated ModuleRequired
Attendees EmailRequired
From DateRequired
To DateRequired
Targetable IdRequired
Location
Description
Time Zone
Outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Due DateRequired
Owner IdRequired
Outcome IdRequired
Description
Task Type
Collaborators
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Owner IdRequired
Start DateRequired
End DateRequired
Sales Activity TypeRequired
Outcome
Location
Collaborators
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique Identifer NameRequired
Unique IdentifierRequired
Event NameRequired
Additional Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Account Name /Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Enter Account ID / NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
First Name
Last Name
Work Number
Mobile Number
Emails
Do You Want to Update Lifecycle Stage and Status
Do You Want To Add Contact To List
List Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Community Area
Triggers when a new community area is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Publish Status
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Course Progress AboveRequired
Course
Test Course
Test User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup ID
Test User ID
Interaction Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Group ID
Test User ID
Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Created
Triggers when a new user has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMemberRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Id
Bundles
Access Given Override
Access Until Override
Unlimited Access
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
CoursesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Include never logged in members
Limit
Include Groups
Days not logged in
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Published Courses
Get all published courses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
CourseRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
UserRequired
New Module AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
Include Users
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Include Groups
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Filter NameRequired
Include Contact Details
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSelect ModuleRequired
Unique IdentifierRequired
File NameRequired
File PathRequired
Share with team
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Work Number
Mobile Number
Emails
Do You Want to Update Lifecycle Stage and Status
Do You Want To Add Contact To List
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Deal Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated moduleRequired
Enter NoteRequired
Targetable IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact ID / Mobile Number / External IDRequired
Do You Want to Update Lifecycle Stage and Status
Choose one of the operation
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email ID of the UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Enter Name / Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Account ID / NameRequired
Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBundle Created
Triggers when a new Bundle has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Approved
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroup Created
Triggers when a new Group has been created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCourse
Module
Lesson
Test User
Test Course
Test Module
Test Lesson
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Feedback
Triggers when a user submits a new feedback
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Not Logged in for DaysRequired
Include users who have not logged in yetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroupRequired
BundlesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
Access Date (Default = now)
Disable Course Access Notification Email
Login Link in Course Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub TitleRequired
Internal NameRequired
TemplateRequired
Sort IndexRequired
PublishRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
Immediately Publish Course
Lesson sorting position
NameRequired
Video Url
HTML content
Thumbnail URL
Timestamp in Seconds to Generate the thumbnail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PopupRequired
MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Area ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Include Progress
CourseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Include Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
BundlesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
PopupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First name
Last name
Phone
About
Position
City
Enabled
UserRequired
Email
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup NameRequired
Include Users
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
