Enroll users in Teachable courses from new Salesforce records
Stay on top of your Salesforce records and ensure a seamless learning experience for your customers with this automation. When a new record is created in Salesforce, this workflow will automatically enroll the user in a course on Teachable. Save time and reduce manual efforts by streamlining your customer onboarding process and keeping your Salesforce and Teachable data in sync.
Stay on top of your Salesforce records and ensure a seamless learning experience for your customers with this automation. When a new record is created in Salesforce, this workflow will automatically enroll the user in a course on Teachable. Save time and reduce manual efforts by streamlining your customer onboarding process and keeping your Salesforce and Teachable data in sync.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Enroll User in Course
Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)
This action is only available to schools on the Professional plans and higher.
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