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Salesforce + Thinkific

Create Salesforce leads and add to campaign from new Thinkific orders

Effortlessly streamline your Thinkific and Salesforce integration with this powerful workflow. When a new order is placed in Thinkific, a lead will be instantly added to a campaign in Salesforce, ensuring a seamless sales process and efficient information management. Stay on top of your sales funnel and improve lead nurturing with this time-saving automation.

Effortlessly streamline your Thinkific and Salesforce integration with this powerful workflow. When a new order is placed in Thinkific, a lead will be instantly added to a campaign in Salesforce, ensuring a seamless sales process and efficient information management. Stay on top of your sales funnel and improve lead nurturing with this time-saving automation.

  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!

Related categories