Salesforce + Teachable
Create new Salesforce leads from Teachable sales for seamless tracking
Effortlessly keep track of new sales in your Teachable account while boosting your leads in Salesforce with this seamless automation. With each new sale in Teachable, this workflow creates a lead in Salesforce, ensuring your team is always up-to-date with prospective customers and can follow up promptly. Enjoy the benefits of streamlined lead management without any manual data entry.
Effortlessly keep track of new sales in your Teachable account while boosting your leads in Salesforce with this seamless automation. With each new sale in Teachable, this workflow creates a lead in Salesforce, ensuring your team is always up-to-date with prospective customers and can follow up promptly. Enjoy the benefits of streamlined lead management without any manual data entry.
- When this happens...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.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
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
