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Salesforce + Thinkific

Create Salesforce leads for new Thinkific orders and add them to campaigns

Effortlessly streamline your sales process by connecting Thinkific and Salesforce with this workflow. Whenever a new order is made in Thinkific, a lead will be added to a specified Salesforce campaign, ensuring your sales team is always up-to-date and able to focus on nurturing leads. This easy-to-use automation saves time and eliminates manual data entry so your team can concentrate on closing deals.

Effortlessly streamline your sales process by connecting Thinkific and Salesforce with this workflow. Whenever a new order is made in Thinkific, a lead will be added to a specified Salesforce campaign, ensuring your sales team is always up-to-date and able to focus on nurturing leads. This easy-to-use automation saves time and eliminates manual data entry so your team can concentrate on closing deals.

  1. When this happens...
    ThinkificThinkific
    New Order

    Triggers when a new purchase has been made.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Course Name

    Trigger
    Instant
    Try It
    • Course Name

    Trigger
    Instant
    Try It
    • Product Name

    Trigger
    Instant
    Try It
    • Product Name

    Trigger
    Instant
    Try It
    • CourseRequired

    • Lesson

    Trigger
    Instant
    Try It
    • Course Name

    Trigger
    Instant
    Try It
    • Products

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Expiry Date

    • Password

    • Company

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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thinkific logo

About Thinkific

The all-in-one platform to create, market & sell your online courses. Deliver beautiful courses on your own site, with no technical or design experience required!

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