To keep a live list of Skool members in Google Sheets, send member events into the sheet automatically and update existing rows instead of only adding new ones. On the Pro plan, Skool's Zapier plugin can add a row for each new paid member and each set of membership answers. To track cancellations and status changes, you need a tool that sends those events by webhook. The word that matters is live. A sheet that only grows with joins is a log, not a member list. Here's how to build one that stays accurate. Step 1: Design the sheet One row per member. Suggested columns: • Member ID or profile link (your unique key) • Name • Email, if you collect it in membership questions • Join date • Status: trial, active, cancelling, churned • Goal, from membership answers • Tags • Last updated • Notes Freeze the header row. Keep calculations on a separate tab so automations never overwrite formulas. Step 2: Add joins with Zapier (Pro) 1. Trigger: Skool, New Paid Member. 2. Action: Google Sheets, find a row by email. If not found, create one. 3. Set status to active and join date to today. 4. A second Zap on Answered Membership Questions updates the goal column for the same row. The find-then-create step matters. Without it, someone who leaves and rejoins gets two rows. Step 3: Keep status current Zapier can't see cancellations or activity. Options: • A weekly manual pass where you update status from your Members tab. Fine under 100 members. • A tool that sends a webhook when status changes, received by a small Google Apps Script, Make or n8n, which finds the row by member ID and updates it. The webhook route keeps the sheet live without anyone remembering to touch it. Step 4: Build a dashboard tab Simple formulas give you a weekly view: • Joins this week: COUNTIFS on join date • Active members: COUNTIF on status equals active • Churned this month: COUNTIFS on status and last updated • Members by goal: a pivot table on the goal column This is often all a small team needs for a Monday check-in. For which numbers deserve a spot on that tab, see Skool Analytics: What Community Owners Should Track in the Skool CRM community.

To run Skool and Discord together without doubling your work, give each platform one clear job, post each piece of content in only one place, and send members across with links instead of copies. Most owners who burn out on two platforms are running the same community twice. Here's how to split it so both earn their place. Step 1: Decide what each platform is for The split that works for most communities: • Skool: the home. Courses in the Classroom, the main discussion feed, calendar events, levels and leaderboards. Where members find structured value and where progress lives. • Discord: real-time hangout. Quick chat, voice rooms, co-working sessions, live reactions during events. If you can't describe each platform's job in one sentence, members won't understand it either, and they'll pick one and ignore the other. Step 2: One home for every type of content Write it down: • Announcements: Skool only. Link to them from Discord. • Lessons and resources: Skool Classroom only. • Questions that deserve a lasting answer: Skool feed. • Quick "anyone around?" chat: Discord. • Live sessions: Skool calendar event, with the voice room link if you host on Discord. The rule is post once, link elsewhere. A one-line Discord message like "New lesson on pricing is up in the Classroom" with a link beats pasting the whole thing. Step 3: Move good conversations to Skool Discord chat scrolls away. When a great question gets a great answer in Discord, ask the member to post it in Skool, or post a summary yourself. Over time, Skool becomes the searchable archive and Discord stays light. Step 4: Moderation in one rhythm Two platforms means two places for spam and conflict. Keep one rulebook, pinned in both. Check both at the same times each day, for example morning and evening, instead of reacting to every notification. Step 5: Decide what you'll track Points and levels live in Skool. If members do most of their talking in Discord, their Skool level won't reflect it. That's a sign to push more lasting discussion to Skool, or accept that Skool levels only measure part of the picture.

To get Skool alerts in Slack, connect a Skool event to a Slack message: Skool's Zapier plugin on the Pro plan can post new paid members to a channel, and a Skool-native automation tool can also post new free members and comments that contain question keywords. For unanswered questions, pair the keyword alert with a simple emoji system so your team knows what's handled. Slack alerts are only useful if people act on them. Here's a setup that doesn't turn into noise. Step 1: Create three channels • #skool-new-members: every join, with name and membership answers • #skool-questions: posts and comments that look like questions needing an answer • #skool-urgent: anything with refund, cancel, can't access, charged twice Separate channels let you mute the first one without missing the third. Step 2: New member alerts With Zapier on Pro: trigger on New Paid Member, action is a Slack channel message. Include the member's name and, from a second Zap on Answered Membership Questions, their answers. A good message format: "New member: Dana. Goal: launch her first course. Experience: beginner. Found us: podcast." That's enough for someone on your team to welcome Dana by name in the feed and point her to the right lesson. For free communities, the New Paid Member trigger won't fire, so either rely on Answered Membership Questions or use a tool that watches all joins. Step 3: Question alerts Skool has no built-in alert for questions, so you trigger on keywords in posts and comments. Words that tend to catch real questions: • how do I • does anyone know • stuck on • can't find • help Expect some false positives. That's fine. A teammate can glance and skip. Step 4: Make "unanswered" visible An alert fires when the question is posted. It can't know whether someone answered later. So use emoji in Slack: • Eyes emoji: I'm on it • Check mark: answered • No reaction: nobody has it At the end of each day, someone scrolls #skool-questions for alerts with no check mark and handles them. Five minutes. In a 300-member community with a team of two, that sweep alone can stop questions from sitting for days.

To tag and email Skool members automatically in ActiveCampaign, send each Skool member event to ActiveCampaign as a tag, then build ActiveCampaign automations that start when that tag is added. Skool's Zapier plugin on the Pro plan can send new paid members and membership answers; a Skool-native tool can send other events like tags and status changes. Tags are the bridge. Get the tag design right and the email side almost builds itself. Step 1: Design your tag scheme Use a prefix so Skool tags are easy to find among everything else in ActiveCampaign: • skool:joined • skool:paid or skool:free • skool:goal-[answer], one per membership answer you care about • skool:quiet, for members who've gone inactive • skool:cancelled • skool:course-done, for members who finished your main course Write the list down before you connect anything. Renaming tags later breaks automations. Step 2: Send tags from Skool Zapier route (Pro): 1. Trigger: Skool, New Paid Member. 2. Action: ActiveCampaign, create or update contact. 3. Action: ActiveCampaign, add tag skool:joined and skool:paid. 4. A second Zap on Answered Membership Questions adds the goal tag. For quiet, cancelled and course-done tags, Zapier has no matching trigger. You'll need a tool that sees those member events inside Skool, or you add them by hand on a weekly review. Step 3: Build three automations Start with three. Most communities never need more than six. 1. Welcome by goal. Trigger: tag skool:goal-x added. Send two emails over a week pointing to the lessons and threads that match their goal. Don't repeat your Skool welcome DM. 2. Quiet nudge. Trigger: tag skool:quiet added. One short email: "Here's what happened inside this week" with two links. Wait five days. If they're still quiet, a plain text email from you asking if something's off. 3. Win-back. Trigger: tag skool:cancelled added. Wait 21 days. Send one email with what's new since they left. Wait 30 days. One more, then stop. Step 4: Coordinate email with DMs

Skool doesn't sync with HubSpot natively. On the Pro plan you can use Skool's Zapier plugin to create or update a HubSpot contact when someone pays to join or answers your membership questions. To keep HubSpot current as members go quiet, cancel or upgrade, you need a tool that sends Skool member events to HubSpot as they happen. The connection is only half the job. The other half is setting up HubSpot so Skool data is actually useful to your sales and success team. Step 1: Create Skool properties in HubSpot Before connecting anything, add a few custom contact properties: • Skool status: dropdown with trial, active, cancelling, churned, reactivated • Skool join date: date • Skool tier: dropdown, if you have more than one offer • Skool goal: the answer to your main membership question • Skool community: if you run more than one Keep it to five or six. Every property you add is one more thing to keep accurate. Step 2: Connect the join With Zapier on Pro: 1. Trigger: Skool, New Paid Member or Answered Membership Questions. 2. Action: HubSpot, create or update contact, matching on email. 3. Map Skool status to active, join date to today, goal to the membership answer. Matching on email matters. Many Skool members are already HubSpot contacts from a webinar or lead magnet. You want to enrich the existing record, not create a duplicate. We compared the HubSpot, ActiveCampaign and GoHighLevel setups side by side in the Skool CRM community: How to Connect Skool to Your CRM (HubSpot, ActiveCampaign, GoHighLevel). Step 3: Keep status current This is where Zapier stops. It has no event for cancellations or activity. You have two choices: • Manual: once a week, review cancellations and update Skool status in HubSpot. Fine under 100 members. • Automated: use a tool that sees Skool lifecycle changes and pushes them to HubSpot. Step 4: Use the data