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Set up your first integration
Quickly connect Salesforce to Teachable with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Teachable - 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 "Create New User" in Teachable.
You’re connected!
Zapier seamlessly connects Salesforce and Teachable, 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 ObjectsRequired
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 Teachable
Send personalized educational content after Salesforce deal wins
After an opportunity is closed in Salesforce, Zapier can automatically enroll the contact into a Teachable course tailored to their needs. This builds stronger customer relationships by providing immediate value, while reducing follow-up workload for business owners and empowering customer enablement.
Business Owner
Track Teachable user subscriptions in Salesforce
When a user in Teachable cancels a subscription, Zapier updates their Salesforce record to reflect this status. It avoids manual data entries, improves data accuracy, and ensures the IT team has up-to-date user status for improved account management workflows.
ITEnroll new Salesforce leads into Teachable courses
When a new lead is generated in Salesforce, Zapier can automatically enroll them into a relevant Teachable course. This streamlines lead nurturing by engaging contacts with relevant educational content. Teams save time while ensuring no new lead engagement is missed, increasing customer education rates effectively.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate Teachable on the Zapier blog
Frequently Asked Questions about Salesforce + Teachable integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Teachable
How can I set up a Salesforce and Teachable integration?
To integrate Salesforce with Teachable, you need to use an automation platform. By setting up workflows where actions in one app trigger responses in another, you can streamline the data management process. Typically, when a new lead is created in Salesforce, it can trigger an enrollment or action within Teachable.
What triggers are available when integrating Salesforce with Teachable?
When integrating Salesforce with Teachable, common triggers from Salesforce include new lead creation and updated contact information. These triggers can automatically enroll students in courses on Teachable or update their details accordingly.
Can I automate course enrollments based on Salesforce leads?
Yes, by setting a trigger for new leads within Salesforce, our integration allows you to automate enrolling those leads into specific courses within Teachable.
Is it possible to update a student's information in Teachable from changes made in Salesforce?
Definitely. When student-related data such as contact info or enrollment status is updated in Salesforce, these changes can be automatically reflected and synchronized with the corresponding student's profile on Teachable.
What actions can be executed in Teachable upon certain triggers from Salesforce?
In response to specific triggers from Salesforce such as a newly closed deal or updated account information, actions like enrolling students into a new course or modifying existing enrollment details can be executed within Teachable.
Is there a limit to the number of integrations I can set up between Salesforce and Teachable?
While there's typically no strict limit defined by our platform for integrations between these two apps, practical considerations like your existing plan's allocation and potential performance impacts should be monitored.
How are errors handled during the integration process between Salesforce and Teachable?
Errors usually occur due to mismatched field formats or unauthorized access permissions. Once detected, they are promptly reported through notifications so that adjustments can be made in real-time within the integration platform.
