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1. Choose trigger event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Course" from Moodle.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

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Zapier seamlessly connects Moodle and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Category
    Trigger
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    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
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    • History Object
      Required
    Trigger
    Polling
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    • Course Category
    • Course
      Required
    Trigger
    Polling
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    • Course_name
      Required
    Action
    Search
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It

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Practical ways you can use Moodle and Salesforce

Sync new leads with course enrollments

Zapier automatically creates a lead in Salesforce when a new student enrolls in a Moodle course. This ensures potential clients are followed up on promptly and tracked in the CRM, improving conversion rates and reducing manual data entry.

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Streamline course-related CRM updates

When a new course is created in Moodle, Zapier can automatically create a relevant record in Salesforce. This automation helps maintain up-to-date information in the CRM, ensuring teams have all necessary data available for outreach or project planning.

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Frequently Asked Questions about Moodle + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Moodle and Salesforce

How can I integrate Moodle with Salesforce?

You can integrate Moodle with Salesforce through our platform by setting up triggers and actions between the two applications. For example, a trigger could be set to create a new Salesforce lead whenever a new user is enrolled in a Moodle course.

What kind of triggers can I set up between Moodle and Salesforce?

You can configure triggers such as when a new course is created in Moodle, or when a student completes a course, we can automatically create corresponding records or tasks in Salesforce. These triggers help in synchronizing data smoothly between the platforms.

Are there specific actions that I can automate when integrating Moodle and Salesforce?

Yes, actions like adding contacts to specific campaigns in Salesforce whenever they complete certain courses on Moodle, or updating the lead status based on student progress in Moodle courses, can be automated through integration.

Is it possible to update Salesforce objects based on activity within Moodle?

Absolutely. When students complete modules or earn certifications in Moodle, our integration allows automatic updates of corresponding student profiles or related objects within your Salesforce account.

Can we create reports in Salesforce based on data from Moodle?

By integrating both platforms, you can automatically sync learning data from Moodle into Salesforce. This allows you to generate reports and dashboards that reflect educational progress directly within your CRM ecosystem.

Does integrating Moodle with Salesforce require coding knowledge?

No coding is required for the integration setup. Our user-friendly interface guides you through creating connections using predefined triggers and actions to sync data between Moodle and Salesforce effortlessly.

How do I ensure my data remains secure during the integration process between Moodle and Salesforce?

We prioritize data security by employing encryption and secure authentication methods for all interactions between your LMS (Moodle) and CRM (Salesforce).

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About Moodle
Moodle is a free and open-source learning management system that allows educators, of any kind, to create a private space online, filled with tools that easily create courses and activities, all optimised for collaborative learning.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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