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Salesforce + Thinkific

Create new Salesforce contacts when courses are completed in Thinkific

Streamline your customer relationship management with this efficient workflow. When a course is completed in Thinkific, a corresponding contact is instantly established in Salesforce. This not only saves valuable time but also keeps your Salesforce contact list updated with each Thinkific course completion, enabling you to maintain up-to-date interactions with your students.

Streamline your customer relationship management with this efficient workflow. When a course is completed in Thinkific, a corresponding contact is instantly established in Salesforce. This not only saves valuable time but also keeps your Salesforce contact list updated with each Thinkific course completion, enabling you to maintain up-to-date interactions with your students.

  1. When this happens...
    ThinkificThinkific
    Course Completed

    Triggers when a user completes a course.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    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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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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