Automation examples
When a learner enrolls in a Teachfloor course, create or update a Close contact.
When a learner completes a course, update the contact's lifecycle stage in Close.
When a new lead is created in Close, automatically invite them to a Teachfloor onboarding course.
Why integrate Teachfloor with Close
Every learner is also a contact. Teachfloor knows their learning journey; Close knows their relationship with your business. Wire them together so course events update CRM stages, leads automatically enter onboarding programs, and your team always has the full picture.
Use cases
Here are the most common ways our customers wire Teachfloor and Close together:
- When a learner enrolls in a Teachfloor course, create or update a Close contact.
- When a learner completes a course, update the contact's lifecycle stage in Close.
- When a new lead is created in Close, automatically invite them to a Teachfloor onboarding course.