Rise + Salesforce Integrations

How to connect Rise + Salesforce

Zapier lets you send info between Rise and Salesforce automatically—no code required.

When this happens...

Course Completed

Triggers when a learner completes a course.

automatically do this!

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Supported triggers and actions

What does this mean?

Course Completed
Triggers when a learner completes a course.
Trigger
Instant
Course Submitted
Triggers when an author submits a course for publication.
Trigger
Instant
Enrollments Created
Triggers when users or groups are enrolled in either a course or learning path.
Trigger
Instant
User Created
Triggers when a user is added to your Rise account.
Trigger
Instant
Create Invitation
Invite a new user to Rise.
Action
Write

Find an Invitation
Search for Invitation by email.
Action
Search
Find a User
Search for User by email.
Action
Search

Find or Create Invitation
Search for Invitation by email.
Action
Search or write

Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How Rise + Salesforce Integrations Work

Step 1: Authenticate Rise + Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.