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5 ways to automate Skool with Zapier

By Daniel Kenitz · August 30, 2024
A hero image of the Skool app logo connected to other app logos on a light yellow background.

Skool users can sign up to learn about everything from eCommerce to art. And they're often happy to pay monthly fees to do so. This is great news for creators who have been giving away educational content on social media for free and want to convert this knowledge into income.

Skool is ideal for coaches, consultants, and educators who've hit a growth plateau with 1-to-1 calls and free content. You can sell the same lessons within Skool to scale your helpful knowledge into a more passive business.

Achieving scale, however, requires automation. Here's how Zapier's automated workflows—called Zaps—will help you max out Skool's features and achieve new heights.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Skip ahead

  • Export Skool leads to email campaigns

  • Turn one-time purchases into recurring Skool membership

  • Add leads to Skool

  • Use webhooks with Skool

  • Keep track of member questions

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Export Skool leads to email campaigns

The first rule of creating a community as an online creator? Build an email list. If you have a robust list of interested students, you'll never have to rely on social media for your reach. Any time you have a new product to sell, you can take it directly to your email list and score all sorts of new purchases. 

So, let's say your Skool community is getting some attention already. Now you need a way to turn those leads into a private email list. You can use one of these workflows to export new Skool leads to your email marketing software. 

Answer membership questions in Skool and add new leads to campaign in LeadConnector

Answer membership questions in Skool and add new leads to campaign in LeadConnector
  • Skool logo
  • LeadConnector logo
Skool + LeadConnector

Create and manage new opportunities in LeadConnector for every new paid member in Skool

Create and manage new opportunities in LeadConnector for every new paid member in Skool
  • Skool logo
  • LeadConnector logo
Skool + LeadConnector

Update ActiveCampaign contacts with Skool membership answers.

Update ActiveCampaign contacts with Skool membership answers.
  • Skool logo
  • ActiveCampaign logo
Skool + ActiveCampaign

Add tags to ConvertKit subscribers when new Skool membership questions are answered

Add tags to ConvertKit subscribers when new Skool membership questions are answered
  • Skool logo
  • ConvertKit logo
Skool + ConvertKit

Turn one-time purchases into recurring Skool membership

If you have a skill to share online, 1-on-1 lessons might be lucrative, but this business model also has a flat ceiling. There are, after all, only so many hours in the day. To achieve scale, you might turn your skills into a product, like an eBook. 

The problem? There's also a ceiling on digital products because one-time purchases don't necessarily turn into recurring revenue for your business. But they can!

Set a Zap so that every product purchase automatically invites your customers to join your Skool community. Think of it as upselling your Skool subscription. Since customers have already shown interest in your knowledge by downloading your product, they're the perfect candidates to join a paid community. 

If even a fraction of those customers turn into new community members, you'll have automated a customer-to-student pipeline. And once you've set the Zap, there's no additional work on your end.

Invite members in Skool for new product purchases in ThriveCart

Invite members in Skool for new product purchases in ThriveCart
  • ThriveCart logo
  • Skool logo
ThriveCart + Skool

Invite new members in Skool for every new order event in Digistore24

Invite new members in Skool for every new order event in Digistore24
  • Digistore24 logo
  • Skool logo
Digistore24 + Skool

Invite new members to Skool when there are new successful purchases in ClickFunnels

Invite new members to Skool when there are new successful purchases in ClickFunnels
  • ClickFunnels Classic logo
  • Skool logo
ClickFunnels Classic + Skool

Invite members to Skool for new subscriptions in Stripe

Invite members to Skool for new subscriptions in Stripe
  • Stripe logo
  • Skool logo
Stripe + Skool

Add leads to Skool automatically

Already collecting leads in a CRM or marketing automation tool? If you're tracking new Skool sales and memberships in your pipeline tools after sales calls or interactions, it can be easy to forget to actually flip the switch in Skool and get that new member added after a call ends. When you're constantly jumping from tool to tool, it's easy for details to slip through the cracks.

Never lose a customer again by automatically connecting your lead pipeline to Skool. Try one of these Zaps to get started.

Invite new members in Skool when pipeline stages change in LeadConnector

Invite new members in Skool when pipeline stages change in LeadConnector
  • LeadConnector logo
  • Skool logo
LeadConnector + Skool

Unlock courses in Skool when pipeline stages change in LeadConnector

Unlock courses in Skool when pipeline stages change in LeadConnector
  • LeadConnector logo
  • Skool logo
LeadConnector + Skool

Manage tag updates for ActiveCampaign contacts by inviting members in Skool

Manage tag updates for ActiveCampaign contacts by inviting members in Skool
  • ActiveCampaign logo
  • Skool logo
ActiveCampaign + Skool

Unlock courses in Skool for new contacts added to ActiveCampaign lists

Unlock courses in Skool for new contacts added to ActiveCampaign lists
  • ActiveCampaign logo
  • Skool logo
ActiveCampaign + Skool

Use webhooks with Skool

Even though Zapier connects with thousands of apps, you might use a more niche tool that doesn't—yet!—have a Zapier integration. Or maybe you're looking for more customization than a standard integration offers.

Fortunately, you can use webhooks to easily connect almost any app with Skool. Here are a few workflows to help you get started.

Unlock a course for a member in Skool from a new catch hook in Webhooks by Zapier

Unlock a course for a member in Skool from a new catch hook in Webhooks by Zapier
  • Webhooks by Zapier logo
  • Skool logo
Webhooks by Zapier + Skool

Invite new Skool members from a catch hook in Webhooks by Zapier

Invite new Skool members from a catch hook in Webhooks by Zapier
  • Webhooks by Zapier logo
  • Skool logo
Webhooks by Zapier + Skool

Keep track of member questions

Want to keep track of what your community is asking? Rather than manually digging through your Skool account to spot trends, add them to a spreadsheet instead. 

Sorting through records in a database makes it easier to spot trends and keep track of what interests your community over time. You can also more easily share that information with your team and generate reports from a Google Sheet or an Airtable base. Get started with one of these workflows:

Add Skool membership question responses to Google Sheets rows.

Add Skool membership question responses to Google Sheets rows.
  • Skool logo
  • Google Sheets logo
Skool + Google Sheets

Create new Airtable records for each answered membership question in Skool

Create new Airtable records for each answered membership question in Skool
  • Skool logo
  • Airtable logo
Skool + Airtable

Create multiple rows in Google Sheets when new membership questions are answered in Skool

Create multiple rows in Google Sheets when new membership questions are answered in Skool
  • Skool logo
  • Google Sheets logo
Skool + Google Sheets

Streamline your community and go back to Skool

Automating your Skool workflows is the key to unlocking your platform's full potential. By setting up a few automated workflows, you can effortlessly scale your community, nurture leads, and streamline your operations. With the right automations in place, you'll have more time to focus on creating content and engaging with your members—letting your Skool community thrive while you take care of what matters most.

And this is just the start of what you can do with Skool and Zapier. What will you automate first?

Related reading:

  • Automate your online courses with these workflows

  • Automate certificates for online tests and quizzes

  • Popular ways to automate Teachable

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'