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Set up your first integration
Quickly connect LearnWorlds to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate LearnWorlds with Salesforce - 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 "Assessment Completed" from LearnWorlds.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects LearnWorlds and Salesforce, 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.
- AssessmentRequired
Try ItTriggerInstant- New Certificate
Triggers when a user is awarded a certificate.
Try ItTriggerInstant - User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Try ItTriggerInstant - New Lead
Triggers when a new email lead is captured.
Try ItTriggerInstant
- New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Try ItTriggerInstant - Course Completed
Triggers when a user completes a course.
Try ItTriggerInstant - New Lead (Legacy)
Triggers when a new email lead is captured.
Try ItTriggerInstant - CourseRequired
- Learning ActivityRequired
Try ItTriggerInstant
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Practical ways you can use LearnWorlds and Salesforce
Track successful payments in Salesforce
When a payment is successfully processed in LearnWorlds, Zapier logs it as a record in Salesforce. This allows business owners to link revenue directly with customers, keeping financial and CRM data aligned and streamlining reporting needs.
Business Owner
Sync new LearnWorlds users to Salesforce as contacts
When a new user registers in LearnWorlds, Zapier automatically creates a corresponding contact in Salesforce. This ensures your records are up-to-date across platforms without requiring manual entry, reducing errors and saving valuable time for IT teams.
ITNurture new leads from LearnWorlds in Salesforce campaigns
When a new lead is captured in LearnWorlds, Zapier automatically adds them to a Salesforce campaign. Marketers can immediately engage these leads with targeted outreach, improving lead response times and conversion rates.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about LearnWorlds + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LearnWorlds and Salesforce
How do I integrate LearnWorlds with Salesforce?
To integrate LearnWorlds with Salesforce, you can utilize our platform to create workflows that connect the two services. This can involve setting up triggers in LearnWorlds, such as when a new course is completed, and defining actions in Salesforce, like creating a new contact or updating an existing record.
What are some common triggers in LearnWorlds for this integration?
Common triggers include when a student enrolls in a course, completes a course, or achieves a certain score. These events can then trigger actions in Salesforce, such as generating new leads or updating student information.
Can I update contacts in Salesforce automatically after a course completion?
Yes, you can set up a trigger on our platform for when a course is completed in LearnWorlds. This trigger can be configured to automatically update an existing contact's record in Salesforce with details about the completed course.
Is it possible to create new leads in Salesforce from LearnWorlds enrollments?
Absolutely, by using our integration tools you can define an enrollment event as a trigger. When someone enrolls in one of your courses on LearnWorlds, a new lead can be created automatically in Salesforce.
How do I deal with duplicate entries during integration?
Our platform provides options to manage duplicates by checking existing records before creating new entries. You can set the workflow to update existing records where applicable instead of adding duplicates.
What happens if there is an error during the data sync between LearnWorlds and Salesforce?
If there is an error during data sync, our system will alert you and provide detailed logs so you can identify and fix the issue promptly.
Can I customize what data gets transferred from LearnWorlds to Salesforce?
Yes, our integration allows you to select specific fields that are transferred between platforms. You have control over mapping which pieces of data go where within your Salesforce environment.
