Automation examples
When a learner enrolls in a Teachfloor course, create or update a Copper contact.
When a learner completes a course, update the contact's lifecycle stage in Copper.
When a new lead is created in Copper, automatically invite them to a Teachfloor onboarding course.
Why integrate Teachfloor with Copper
Every learner is also a contact. Teachfloor knows their learning journey; Copper 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 Copper together:
- When a learner enrolls in a Teachfloor course, create or update a Copper contact.
- When a learner completes a course, update the contact's lifecycle stage in Copper.
- When a new lead is created in Copper, automatically invite them to a Teachfloor onboarding course.
