Integrate Freshsales with TrainerCentral

Send information between Freshsales and TrainerCentral automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Freshsales and TrainerCentral using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created in the selected view

New lead

Triggers when a new lead is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New contact

Triggers when a new contact is created in the selected view

Live workshop created

Triggers when a live workshop is created in the academy

Course updated

Triggers when a trainer updates a published course’s URL or name or changes its publish status

Learner signed up for academy

Triggers when a new learner has signed up for the academy

Session reminder activated

Triggers when a session's email reminder is activated

Ticket access expired

Triggers when a learner’s ticket access expires

Discussion comment updated

Triggers when a trainer or learner updates a comment in the discussion forum

Live session ended

Triggers when a live session of a course or a workshop ends and analytics is generated

Ticket payment initiated

Triggers when a learner initiates a ticket payment

Course enrolled

Triggers when a learner enrolls for a course

Lesson completed by user

Triggers when a user has completed a lesson

Course completed

Triggers when a course is completed by an existing learner in the academy

Ticket purchased

Triggers when a learner has paid for any course ticket in the academy

Live workshop - learner joined

Triggers when a learner has joined an existing live workshop

Form submitted

Triggers when a learner submits entry in the selected form

Test evaluated

Triggers when a trainer evaluates a test

Live workshop - session purchased

Triggers when a learner purchases a session for a live workshop

Test submitted

Triggers when a learner submits a test

Assignment submission updated

Triggers when a trainer evaluates an assignment

Discussion post updated

Triggers when a trainer or learner updates a post in the discussion forum

Ticket payment timeout

Triggers when a learner's payment is not completed within 1 hour after initiating the ticket purchase

Live workshop - learner registered

Triggers when a learner has registered for a live workshop

Learner cancels purchase

Triggers when a learner cancels their purchase

Assignment submitted

Triggers when a learner submits a course assignment

Learner renewal pending

Triggers when a learner's payment is pending renewal

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Add note to lead

Adds a note to the selected lead

Create contact

Creates a new contact

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Convert lead

Converts a lead to contact

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Invite learner to course

Sends an email inviting a learner to join an existing course

Invite learner to a live workshop

Sends an email inviting a learner to register for a live workshop session

Sign up user for school

Signs up the specified user for school

Create live workshop

Creates a new remote session which can be used to conduct live workshops

Fetch user

Fetches the details of an existing user by email address

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

What is TrainerCentral?

TrainerCentral is an all-in-one training platform that enables trainers to create, publish, sell, and administer online courses. It provides a website builder, payment system, and multiple options to create online courses.

LMS Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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