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Quickly connect LearnDash to Salesforce with a Zapier template.

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Add new Salesforce records to LearnDash groups
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Salesforce + LearnDash
Create Salesforce records when new LearnDash courses are completed
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LearnDash + Salesforce

Add new Salesforce records to LearnDash groups

Details

Try it

Salesforce + LearnDash

Create Salesforce records when new LearnDash courses are completed

Details

Try it

LearnDash + Salesforce

How Zapier works

Zapier makes it easy to integrate LearnDash with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Course Completed" from LearnDash.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects LearnDash and Salesforce, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Practical ways you can use LearnDash and Salesforce

Enroll customers into LearnDash courses from Salesforce

Zapier can automate the process of enrolling customers into LearnDash courses after they are added as a contact in Salesforce. This saves time and ensures customers gain swift access to training or onboarding materials without delay.

Business Owner

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Track course completions in Salesforce

When a course is completed in LearnDash, Zapier can create or update a contact in Salesforce to reflect the course completion. This eliminates the need to manually track the training progress in both systems, streamlining record-keeping and enhancing data accuracy.

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Add new Salesforce leads to LearnDash groups

When a new lead is created in Salesforce, Zapier can automatically add them to a relevant group in LearnDash. This helps marketing teams segment leads for targeted training or educational campaigns.

Marketing & Marketing Ops

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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.

- Course(s)
Trigger
Instant
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- Group(s)
Trigger
Instant
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- Group(s)
Trigger
Instant
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- Course
- Lesson
- Topic
- Quiz(zes)
- Quiz Result
Trigger
Instant
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- User Email
  Required
- Username
- First Name
- Last Name
- Display Name
- New User Email
Action
Write

- User Email
  Required
- New User Email
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Course(s)
Trigger
Instant
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Essay Submitted
Triggers when a new essay is submitted.
Trigger
Instant
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- Course
- Lesson(s)
Trigger
Instant
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- Course
- Lesson
- Topic(s)
Trigger
Instant
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- User Email
  Required
- Username
- First Name
- Last Name
- Display Name
- New User Email
Action
Write
- User Email
  Required
- New User Email
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About LearnDash

LearnDash is a learning management system plugin built for WordPress.

Learn moreLearn moreHelpHelp

Related categories

Online Courses WordPress

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect LearnDash to Salesforce on the world's largest no-code automation platform

Explore LearnDash + Salesforce Integrations

wordpress

mysql

Connect LearnDash and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add new Salesforce records to LearnDash groups

Create Salesforce records when new LearnDash courses are completed

Add new Salesforce records to LearnDash groups

Create Salesforce records when new LearnDash courses are completed

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Practical ways you can use LearnDash and Salesforce

Enroll customers into LearnDash courses from Salesforce

Track course completions in Salesforce

Add new Salesforce leads to LearnDash groups

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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Connect LearnDash to Salesforce on the world's largest no-code automation platform

Explore LearnDash + Salesforce Integrations

Explore LearnDash + Salesforce Integrations