CRM & Courses

Last Updated: 01.05.2026

The Create deal action creates a new deal and a new contact in the CRM system when a subscriber reaches this step in the flow. Use it to turn chatbot events into CRM records automatically. For example, you can create a deal in your pipeline every time a subscriber clicks Buy or requests a callback.

Last Updated: 01.05.2026

The Edit CRM deal action updates the status of an existing deal when a subscriber takes a specific action. For example, it can confirm a purchase request that needs manual approval or submit files. Use this action to move deals through your pipeline automatically.

Last Updated: 01.05.2026

The Enroll in the course action sends a course invitation to a student when they reach this step in the flow. Once the student receives the invitation email, they can sign up for the course and start learning.