Salesforce + Teachable
Create Salesforce leads for new Teachable transactions and add them to campaigns
Seamlessly grow your Salesforce campaign leads when a new transaction takes place in Teachable. With this automation, each time a user completes a transaction in Teachable, they are added as a lead to your chosen Salesforce campaign. This streamlined process helps you capture potential customers and guide them through your sales funnel more efficiently.
Seamlessly grow your Salesforce campaign leads when a new transaction takes place in Teachable. With this automation, each time a user completes a transaction in Teachable, they are added as a lead to your chosen Salesforce campaign. This streamlined process helps you capture potential customers and guide them through your sales funnel more efficiently.
- When this happens...New Transaction
Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).
For a subscription or a payment plan, there is a new transaction created for every single payment.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
- Free forever for core features
- 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
