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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.

  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

  • Teachable triggers, actions, and search

    Abandoned Cart

    Triggers when a user does not complete an order during checkout

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Admission Disabled

    Triggers when an admission in Coaching is disabled.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Email Lead Created

    Triggers when a user has confirmed their email for lead capture.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Course Completed

    Triggers when a user completes 100% of a course.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    New Admission

    Triggers when a new admission record is created.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    New Comment

    Triggers when a user leaves a comment in your school.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    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).

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Lecture Completed

    Triggers whenever a user completes a lecture on your school.

    Trigger
    Instant
    Try It
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About Salesforce

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

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

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