Salesforce + Teachable
Update Salesforce records when new Teachable transactions occur
Easily keep your Salesforce records up to date whenever there's a new transaction in Teachable. With this workflow, every time a new transaction occurs in Teachable, the corresponding record in Salesforce will be updated, ensuring your data remains accurate and consistent. Stay organized and save time by eliminating the need to manually update records in Salesforce.
Easily keep your Salesforce records up to date whenever there's a new transaction in Teachable. With this workflow, every time a new transaction occurs in Teachable, the corresponding record in Salesforce will be updated, ensuring your data remains accurate and consistent. Stay organized and save time by eliminating the need to manually update records in Salesforce.
- 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!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
