Teachable + Salesforce Integration

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Teachable + Salesforce Integration

Create Salesforce contact for new Teachable contact

If you are using Teachable, then you may want to also use Salesforce to manage your customer relationships. With the help of this automation, whenever you create a contact in Teachable, a corresponding contact will be created in Salesforce.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Teachable + Salesforce Integration

Create Salesforce task for new Teachable contact

With the growth of Teachable, many companies are looking for ways to connect their Teachable account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Salesforce every time a contact is created in Teachable.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Teachable + Salesforce Integration

Create Salesforce task for new Teachable order

If you use Teachable as your bookkeeping software, there's an easy way to create task in Salesforce. With the help of this automation, whenever you create a new order in Teachable, a task will automatically be created in Salesforce for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Salesforce + Teachable Integration

Create Teachable contact from new Salesforce account

If you have created a account in Salesforce, it's important to create a contact in Teachable. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Teachable + Salesforce Integration
1.
  • Teachable
    Enrollment is created in Teachable Instant
  • Teachable
    Sale is created in Teachable Instant
  • Teachable
    User is created in Teachable Instant
  • Teachable
    Student unsubscribes from marketing emails in Teachable Instant
  • Teachable
    Profile is updated in Teachable Instant
  • Teachable
    Course is completed in Teachable Instant
  • Teachable
    Subscription is cancelled in Teachable Instant
  • Teachable
    Transaction is created in Teachable Instant
  • Teachable
    Graded quiz is completed in Teachable Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
2.
  • Teachable
    Enroll user to course in Teachable
  • Teachable
    Create or Update User in Teachable
  • Teachable
    Unenroll user from course in Teachable
  • Teachable
    Search user in Teachable
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
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