Salesforce + Teachable
Create Salesforce records for new Teachable enrollments with ease
Easily manage new enrollments in Teachable by automatically creating records in Salesforce with this seamless automation. When a new student enrolls in one of your courses, a Salesforce record will be instantly generated, ensuring your CRM stays up-to-date and helping you keep track of your growing clientele. Enjoy a streamlined workflow and never miss a beat when it comes to staying on top of your new enrollees.
Easily manage new enrollments in Teachable by automatically creating records in Salesforce with this seamless automation. When a new student enrolls in one of your courses, a Salesforce record will be instantly generated, ensuring your CRM stays up-to-date and helping you keep track of your growing clientele. Enjoy a streamlined workflow and never miss a beat when it comes to staying on top of your new enrollees.
- When this happens...New Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
Try It
New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
Try It
