Salesforce + TalentLMS

Salesforce + TalentLMS integrations

Create new Salesforce leads from new TalentLMS users

Streamline your new user intake with this TalentLMS and Salesforce workflow. In the moment a new user joins your TalentLMS platform, a lead gets created in Salesforce. Hit the ground running by instantly adding new learners to your sales pipeline, saving time and optimizing your lead management process.

When this happens...
New UserTriggers when a new user is added.
TriggerPolling
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with TalentLMS and Salesforce

Discover other triggers and actions you can use with TalentLMS and Salesforce

New Branch
Triggers when a new branch is added.
Trigger
Polling
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New Course
Triggers when a new course is added.
Trigger
Polling
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New Group
Triggers when a new group is added.
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- User Id
  Required
- Group
  Required
Action
Write

- User
  Required
- Branch
  Required
Action
Write
- User Id
  Required
- Group
  Required
Action
Write

- Email Address
- User ID
- Username
Action
Search
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 Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
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

New Category
Triggers when a new category is created.
Trigger
Polling
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Custom Fields
Triggers when a new custom field is created.
Trigger
Polling
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- Event Type
  Required
Trigger
Polling
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- Creator Id
- Category Id
- Description
- Code
- Price
- Time Limit
- Course Name
  Required
Action
Write
- Group
- Branch
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Login
  Required
- Password
  Required
Action
Write
- Course Name
- Course
- User Email
- Role
- User Id
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
  Required
- User ID
- Username
- Group
- Branch
- First Name
  Required
- Last Name
  Required
- Login
  Required
- Password
  Required
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  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
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
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  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

About Salesforce

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

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About TalentLMS

A super-easy, cloud-based learning platform that helps growing organizations build courses to train their people and customers

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