Salesforce + Teachable

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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    TeachableTeachable
    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.

    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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