Integrate Teachworks with Zoho CRM

Send information between Teachworks and Zoho CRM automatically, without writing any code, using Zoho Flow.

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Create a new contact, or updates it if the email already exists in Zoho CRM when a new student is added in Teachworks

Integrate Teachworks with Zoho CRM using Zoho Flow. Whenever a new student is added in Teachworks, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new student is added in Teachworks.
  2. Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
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Create a new contact, or updates it if the email already exists in Zoho CRM when a new student is added in Teachworks

Teachworks + Zoho CRM

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Supported triggers and actions

Integrate Teachworks and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lesson added

Triggers when an new lesson is added

Student added

Triggers when a new student is added

Service added

Triggers when a new service is added

Employee added

Triggers when a new employee is added

Invoice added

Triggers when a new invoice is added

Event added

Triggers when an new event other than lesson is added

Customer added

Triggers when a new customer is added

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

New user

Triggers when a new user is created

New lead

Triggers when a new lead is created

User created or updated

Triggers when the details of an existing user are created or updated

All Actions - Actions are the automated tasks

Send email template

Sends an email to the specified users

Raise signal

Raises a signal to Zoho CRM

Update module entry

Updates the specified module entry

Update user

Updates the details of an existing user based on user ID

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Draft email

Drafts an email for the selected record

Convert lead to contact

Converts a lead to a contact

Un-enroll cadence

Un-enrolles a record from the cadence

Add note

Adds a note to the selected module

Update related module entry

Relates an entry in this module with an entry in another module

Enroll cadence

Enrolls an existing record to a cadence

Add user

Adds a new user

Add tags

Adds tags to the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch user

Fetches the details of an existing user by name or email address

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch lead

Fetches a lead by email address or unique ID

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

What is Teachworks?

Teachworks is a business management application for education companies that lets you manage teachers, students, schedules, and billing. It also provides features such as scheduling, invoicing, analytics and more.

Event Management

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow streamlined our entire lead operation, from collection to distribution. The time and resources it saved us compared to building custom integrations is enormous. Zoho Flow has truly been a game changer for us.

Mauricio Cacciavillani

Director and CEO, InterForm

Zoho Flow has been a game-changer for us, streamlining our communication and saving us from laborious manual work. The time saved is now used to enhance our customer experience.

Briana Moriarty

Head of HR and Operations, Syncify

With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Package Mate

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