Integrate Freshsales with TrainerCentral
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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.
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What is TrainerCentral?
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