Connect Salesforce and Credly to unlock the power of automation

To integrate Salesforce with Credly, you can use our automation platform to create workflows that connect both applications. Start by selecting a trigger in Salesforce, like a new record creation, and then choose an action in Credly, such as issuing a badge. This setup ensures that every time the specified event happens in Salesforce, Credly executes the corresponding task.

Our integration supports various triggers from Salesforce, including new lead or contact creation, opportunity updates, and custom-object changes. Each of these events can initiate actions in Credly. For instance, when a new contact is added in Salesforce, you could automatically issue a badge in Credly.

Yes, our integration allows you to customize actions on the Credly side. Once you select a trigger event from Salesforce, you can define what specific action takes place in Credly—such as issuing a digital badge for completing onboarding or gaining certification.

No coding skills are needed to set up this integration. Our platform provides an intuitive interface where you can connect triggers and actions between Salesforce and Credly using simple drag-and-drop elements.

There are no hard limitations on the number of triggers or actions you can configure. You have flexibility as long as your plan supports it; ensure your workflow remains efficient without overwhelming system resources.

The automations sync almost in real-time but depend on server availability and load. Typically, once a trigger occurs in Salesforce—like updating an account—the corresponding action will execute promptly within seconds at Credly.

Yes, our platform offers testing environments where you can simulate both trigger events from Salesforce and their subsequent actions in Credly before activating your workflows fully. This helps ensure everything functions smoothly before going live.