Salesforce + Teachable
Update Salesforce records with new Teachable enrollments
Effortlessly keep your Salesforce records up to date with new Teachable enrollments using this seamless workflow. Once set up, each time a new student enrolls into a Teachable course, their information will be used to update an existing record in your Salesforce account. Save time on manual data entry and ensure accurate information is always available in your CRM, streamlining your sales and marketing efforts.
Effortlessly keep your Salesforce records up to date with new Teachable enrollments using this seamless workflow. Once set up, each time a new student enrolls into a Teachable course, their information will be used to update an existing record in your Salesforce account. Save time on manual data entry and ensure accurate information is always available in your CRM, streamlining your sales and marketing efforts.
- When this happens...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).
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
