5 ways to automate Skool


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.

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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. 

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.

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.

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.

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:

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?

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