Ally Hub + Intercom
Create or update Intercom leads every time new students are added in Ally Hub
With this workflow, every time a new student joins through the Ally Hub app, their details are immediately recorded or updated as a lead in the Intercom app. This efficient process ensures nothing slips through the cracks and your student information stays updated. With this setup, you can dedicate more time to student engagement and less on data entry tasks.
With this workflow, every time a new student joins through the Ally Hub app, their details are immediately recorded or updated as a lead in the Intercom app. This efficient process ensures nothing slips through the cracks and your student information stays updated. With this setup, you can dedicate more time to student engagement and less on data entry tasks.
- When this happens...New Student
Triggers when a new student is created.
- automatically do this!Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItNew Sold Quote
Triggers when a student quote is set as sold.
Try ItNew Student
Triggers when a new student is created.
Try ItStudent NameRequired
Student Email
StatusRequired
New First Quote
Triggers when a student first quote is created.
Try ItNew Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItNew Task or Event
Triggers when a new task or event is created.
Try ItFirst NameRequired
SurnameRequired
EmailRequired
City
State
CountryRequired
Address
Postal Code
Phone 1
Phone 2
Document 1
Document 2
Perception
Studied Idiom Name
Studied Idiom Level
Facebook Link
Instagram Link
Twitter Link
Skype Username
Passport Number
Passport Validity Date
Occupation
Contact Name
Contact Phone
Observation
