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