Tag a contact in Zoho CRM when a user completes a course
When a user completes a course
Tag a contact in Zoho CRM
Choose the tag and the module in the action settings. The action is set to create the contact if they do not exist.
Sensei LMS → Zoho CRMEvents and actions
Use Sensei LMS events to automate Zoho CRM
Choose a Sensei LMS event to start an automation, then choose from the Zoho CRM actions listed below. The action settings show what information you need to provide.
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Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a Module in Zoho CRM when a user completes a lesson
- When a user completes a lesson
- Add a contact to a Module in Zoho CRM
Available in Noptin
Zoho CRM actions
Modules
2 actions
View actions
- Add a contact to a Module in Zoho CRM
- Remove a contact from a Module in Zoho CRM
Tags
2 actions
View actions
- Tag a contact in Zoho CRM
- Remove a Tag from a contact in Zoho CRM
Available in Noptin
Sensei LMS events and actions
Courses
5 events · 4 actions
View events and actions
Events
- When a user starts a course
- When a user completes a course
- When a Sensei LMS course is published
- When a Sensei LMS course is unpublished
- When a Sensei LMS course is deleted
Actions
- Enroll a user in a course
- Remove a user from a course and delete their progress
- Create or update a Sensei LMS course
- Delete a Sensei LMS course
Lessons
4 events · 2 actions
View events and actions
Events
- When a user completes a lesson
- When a Sensei LMS lesson is published
- When a Sensei LMS lesson is unpublished
- When a Sensei LMS lesson is deleted
Actions
- Create or update a Sensei LMS lesson
- Delete a Sensei LMS lesson
Quizzes
5 events · 2 actions
View events and actions
Events
- When a user passes a quiz
- When a user fails a quiz
- When a Sensei LMS quiz is published
- When a Sensei LMS quiz is unpublished
- When a Sensei LMS quiz is deleted
Actions
- Create or update a Sensei LMS quiz
- Delete a Sensei LMS quiz
About this connection
How the two tools fit together
Sensei LMS: Connect Sensei LMS courses, lessons, and quizzes to Noptin.
Zoho CRM: Zoho CRM is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.
What information can you send?
Connect Zoho CRM, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Sensei LMS event or action you choose and any fields configured on your site. Available fields depend on the selected Zoho CRM module and the connected account.
Start here
Set up Sensei LMS and Zoho CRM with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Sensei LMS and Zoho CRM from Noptin → Extensions. How to activate your license.
- Install and set up Sensei LMS on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose a Sensei LMS event to start the automation.
- Choose a Zoho CRM action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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