Salesforce + Teachable

Create Salesforce leads from new Teachable sales

Easily track sales from your Teachable platform in Salesforce with this seamless workflow. When a new sale occurs in Teachable, a lead will be created in Salesforce, helping you efficiently manage customer information and sales data in one centralized location. Enhance your customer relationship management and stay on top of your revenue growth with this simple and effective automation.

Easily track sales from your Teachable platform in Salesforce with this seamless workflow. When a new sale occurs in Teachable, a lead will be created in Salesforce, helping you efficiently manage customer information and sales data in one centralized location. Enhance your customer relationship management and stay on top of your revenue growth with this simple and effective automation.

  1. When this happens...
    TeachableTeachable
    New Sale

    Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
salesforce logo
salesforce logo

About Salesforce

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

  • CRM (Customer Relationship Management)

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teachable logo
teachable logo

About Teachable

Teachable allows you to create and sell online courses without any technical knowledge from your own website.
Learn moreHelp

Related categories

  • Online Courses

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