Connect Salesforce and Credly to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to Credly with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Credly - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Issue Badge" in Credly.
You’re connected!
Zapier seamlessly connects Salesforce and Credly, automating your workflow.
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.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Salesforce and Credly
Award badges for closed deals.
When a Salesforce opportunity is closed, Zapier can trigger Credly to issue a badge to celebrate the milestone. This provides a simple way to recognize success and build morale within sales teams.
Business Owner
Issue badges for team certifications.
When a new professional certification or achievement is logged in Salesforce for an employee, Zapier can use Credly to issue an appropriate badge. This ensures certifications are promptly acknowledged and accurately documented.
ITRecognize team achievements.
Zapier can automate issuing badges using Credly when key project milestones are updated in Salesforce. This streamlines recognition processes and motivates project teams.
Project ManagementLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Salesforce + Credly integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Credly
How can I integrate Salesforce with Credly?
To integrate Salesforce with Credly, you can use our automation platform to create workflows that connect both applications. Start by selecting a trigger in Salesforce, like a new record creation, and then choose an action in Credly, such as issuing a badge. This setup ensures that every time the specified event happens in Salesforce, Credly executes the corresponding task.
What triggers are supported in the Salesforce and Credly integration?
Our integration supports various triggers from Salesforce, including new lead or contact creation, opportunity updates, and custom-object changes. Each of these events can initiate actions in Credly. For instance, when a new contact is added in Salesforce, you could automatically issue a badge in Credly.
Can I customize the actions taken on the Credly side during the integration?
Yes, our integration allows you to customize actions on the Credly side. Once you select a trigger event from Salesforce, you can define what specific action takes place in Credly—such as issuing a digital badge for completing onboarding or gaining certification.
Do I need coding skills to set up the Salesforce-Credly integration?
No coding skills are needed to set up this integration. Our platform provides an intuitive interface where you can connect triggers and actions between Salesforce and Credly using simple drag-and-drop elements.
Are there any limitations on the number of triggers or actions I can create between Salesforce and Credly?
There are no hard limitations on the number of triggers or actions you can configure. You have flexibility as long as your plan supports it; ensure your workflow remains efficient without overwhelming system resources.
How often do the automations sync between Salesforce and Credly?
The automations sync almost in real-time but depend on server availability and load. Typically, once a trigger occurs in Salesforce—like updating an account—the corresponding action will execute promptly within seconds at Credly.
Can I test my workflows before going live with them?
Yes, our platform offers testing environments where you can simulate both trigger events from Salesforce and their subsequent actions in Credly before activating your workflows fully. This helps ensure everything functions smoothly before going live.
