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  • Teachable logoTeachable logo

Salesforce + Teachable Integrations

How to connect Salesforce + Teachable

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

  • Teachable

    Triggers when a new admission record is created.

    Instant

    Trigger

  • Teachable

    Triggers when an admission in Coaching is disabled.

    Instant

    Trigger

  • Teachable

    Triggers when a user leaves a comment in your school.

    Instant

    Trigger

  • Teachable

    Triggers when a user has confirmed their email for lead capture.

    Instant

    Trigger

  • Teachable

    Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).

    Instant

    Trigger

  • Teachable

    Triggers when a user completes 100% of a course.

    Instant

    Trigger

  • Teachable

    Triggers whenever a user completes a lecture on your school.

    Instant

    Trigger

  • Teachable

    Triggers whenever a new user signs up for your school.

    Instant

    Trigger

  • Teachable

    Triggers when a user completes a graded quiz in one of your courses.

    Instant

    Trigger

  • Teachable

    Triggers when a student opts in to marketing emails.

    Instant

    Trigger

  • Teachable

    Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.

    Instant

    Trigger

  • Teachable

    Triggers whenever a user updates their profile on your school.

    Instant

    Trigger

  • Teachable

    Triggers whenever a user cancels a subscription on your school.

    Instant

    Trigger

  • Teachable

    Instant

    Trigger

  • Teachable

    Triggers when a transaction has been refunded

    Instant

    Trigger

  • Teachable

    Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).

    Instant

    Trigger

  • Teachable

    Triggers when a student opts out of marketing emails.

    Instant

    Trigger

  • Teachable

    Scheduled

    Action

  • Teachable

    Scheduled

    Action

  • Teachable

    Scheduled

    Action

  • Teachable

    Scheduled

    Action

  • Teachable

    Find a given student through their email address.

    Scheduled

    Action

How Salesforce + Teachable Integrations Work

  1. Step 1: Authenticate Salesforce and Teachable.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
teachable logo
teachable logo

About Teachable

Teachable allows you to create and sell online courses without any technical knowledge from your own website.
Learn more

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