Connect Salesforce and Teachable to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect Salesforce to Teachable with a Zapier template.

Our most popular template

Create Salesforce records for new Teachable enrollments with ease
Premium
Details
Try it
Teachable + Salesforce
Create Teachable users from new Salesforce records
Premium
Details
Try it
Salesforce + Teachable
Create Salesforce leads from new Teachable sales
Premium
Details
Try it
Teachable + Salesforce
Add new Teachable course completions as leads to Salesforce campaigns
Premium
Details
Try it
Teachable + Salesforce
Update Salesforce records with new Teachable enrollments
Premium
Details
Try it
Teachable + Salesforce
Create Salesforce leads for new Teachable transactions and add them to campaigns
Premium
Details
Try it
Teachable + Salesforce

Create Salesforce records for new Teachable enrollments with ease

Premium

Details

Try it

Teachable + Salesforce

Create Teachable users from new Salesforce records

Premium

Details

Try it

Salesforce + Teachable

Create Salesforce leads from new Teachable sales

Premium

Details

Try it

Teachable + Salesforce

Add new Teachable course completions as leads to Salesforce campaigns

Premium

Details

Try it

Teachable + Salesforce

Update Salesforce records with new Teachable enrollments

Premium

Details

Try it

Teachable + Salesforce

Create Salesforce leads for new Teachable transactions and add them to campaigns

Premium

Details

Try it

Teachable + Salesforce

Update Salesforce records when new Teachable transactions occur
Premium
Details
Try it
Teachable + Salesforce
Unenroll students from Teachable courses when Salesforce records are updated
Premium
Details
Try it
Salesforce + Teachable

How Zapier works

Zapier makes it easy to integrate Salesforce with Teachable - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Teachable

An action is what takes place after the automation is triggered. For example, with Teachable, the action could be "Create New User."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Teachable

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to Teachable integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Salesforce + Teachable integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Teachable

How can I set up a Salesforce and Teachable integration?

To integrate Salesforce with Teachable, you need to use an automation platform. By setting up workflows where actions in one app trigger responses in another, you can streamline the data management process. Typically, when a new lead is created in Salesforce, it can trigger an enrollment or action within Teachable.

What triggers are available when integrating Salesforce with Teachable?

When integrating Salesforce with Teachable, common triggers from Salesforce include new lead creation and updated contact information. These triggers can automatically enroll students in courses on Teachable or update their details accordingly.

Can I automate course enrollments based on Salesforce leads?

Yes, by setting a trigger for new leads within Salesforce, our integration allows you to automate enrolling those leads into specific courses within Teachable.

Is it possible to update a student's information in Teachable from changes made in Salesforce?

Definitely. When student-related data such as contact info or enrollment status is updated in Salesforce, these changes can be automatically reflected and synchronized with the corresponding student's profile on Teachable.

What actions can be executed in Teachable upon certain triggers from Salesforce?

In response to specific triggers from Salesforce such as a newly closed deal or updated account information, actions like enrolling students into a new course or modifying existing enrollment details can be executed within Teachable.

Is there a limit to the number of integrations I can set up between Salesforce and Teachable?

While there's typically no strict limit defined by our platform for integrations between these two apps, practical considerations like your existing plan's allocation and potential performance impacts should be monitored.

How are errors handled during the integration process between Salesforce and Teachable?

Errors usually occur due to mismatched field formats or unauthorized access permissions. Once detected, they are promptly reported through notifications so that adjustments can be made in real-time within the integration platform.

Connect Salesforce and Teachable to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write

- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Abandoned Cart
Triggers when a user does not complete an order during checkout
Trigger
Instant
Try It
Admission Disabled
Triggers when an admission in Coaching is disabled.
Trigger
Instant
Try It
Email Lead Created
Triggers when a user has confirmed their email for lead capture.
Trigger
Instant
Try It
Course Completed
Triggers when a user completes 100% of a course.
Trigger
Instant
Try It
New User
Triggers whenever a new user signs up for your school.
Trigger
Instant
Try It
Student Resubscribes to Marketing Emails
Triggers when a student opts in to marketing emails.
Trigger
Instant
Try It
Profile Updated
Triggers whenever a user updates their profile on your school.
Trigger
Instant
Try It
Tag Added to User
Triggers when a tag is added to a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
Try It
New Transaction
Trigger
Instant
Try It
New Unenrollment
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Trigger
Instant
Try It
- Email
  Required
- Name
  Required
- Password
Action
Write
- Student
  Required
- Course
  Required
- Pricing Plan
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
New Admission
Triggers when a new admission record is created.
Trigger
Instant
Try It
New Comment
Triggers when a user leaves a comment in your school.
Trigger
Instant
Try It
New Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
Trigger
Instant
Try It
Lecture Completed
Triggers whenever a user completes a lecture on your school.
Trigger
Instant
Try It
New Graded Quiz Result
Triggers when a user completes a graded quiz in one of your courses.
Trigger
Instant
Try It
New Sale
Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.
Trigger
Instant
Try It
Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
Trigger
Instant
Try It
Tag Removed From User
Triggers when a tag is removed from a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
Try It
Transaction Refunded
Triggers when a transaction has been refunded
Trigger
Instant
Try It
Student Unsubscribes From Marketing Emails
Triggers when a student opts out of marketing emails.
Trigger
Instant
Try It
- Course
  Required
- Email
  Required
- Name
  Required
- Password
Action
Write
- Email
  Required
- Course
  Required
- Pricing Plan
Action
Write
- Email
  Required
Action
Search