Salesforce + Teachable
Create Salesforce leads from new Teachable sales
Easily track sales from your Teachable platform in Salesforce with this seamless workflow. When a new sale occurs in Teachable, a lead will be created in Salesforce, helping you efficiently manage customer information and sales data in one centralized location. Enhance your customer relationship management and stay on top of your revenue growth with this simple and effective automation.
Easily track sales from your Teachable platform in Salesforce with this seamless workflow. When a new sale occurs in Teachable, a lead will be created in Salesforce, helping you efficiently manage customer information and sales data in one centralized location. Enhance your customer relationship management and stay on top of your revenue growth with this simple and effective automation.
- When this happens...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.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
Try It
New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew 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).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
Try It
