CRM and Courses actions
You can perform various data management actions in CRM and courses when they get to the Action element.
Drag the Action element from the left panel right after the desired element, and select one of the actions.
Create deal
This option allows you to create a deal and a contact in your CRM when a specific action is performed, for example, clicking the "Buy" button. Using this action, you can integrate chatbots with CRM.
Select a pipeline and deal stage to which you want to add your deal, enter your deal name, and assign a responsible team member. You can also add a variable to the deal name to pass custom data.
Edit CRM deal
This option updates the CRM deal status after certain actions have been taken, for example, creating a request that must be approved by a manager.
Select a deal and a deal status (the pipeline stage where you want to move your deal). If you need to reassign your deal, select an assignee.
By default, the Leave current responsible option is enabled.
You can edit deals created in this flow or your contact’s last deals created in other flows.
To do this, select the Last contact deal option and choose a pipeline and other deal options.
Enroll in the course
This option allows you to send an invitation to your selected course to a student. Once the student receives your invitation email, they will be able to sign up for your course and start learning.
Select the course you want to invite the student to and choose a pricing plan. If you select a paid plan, you can also mark your course as paid for the student.
Select a variable with their email address — they will receive their account login and password to this email address.
Last Updated: 22.12.2025
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