Connect mentortools and Salesforce
Integrate mentortools with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Courses in Mentortools when New Contact in Salesforce
Create Courses in Mentortools when New Contact in Salesforce
Total Courses in Mentortools when New Contact in Salesforce
Course info by ID from Mentortools when New Contact in Salesforce
Get module by ID in Mentortools when New Contact in Salesforce
Popular mentortools + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
mentortools
When this happens...
- Request a new Trigger for mentortools
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Get Courses in Mentortools when New Contact in Salesforce
Use this flowCreate Courses in Mentortools when New Contact in Salesforce
Use this flowTotal Courses in Mentortools when New Contact in Salesforce
Use this flowCourse info by ID from Mentortools when New Contact in Salesforce
Use this flowGet module by ID in Mentortools when New Contact in Salesforce
Use this flowGet Module information in Mentortools when New Contact in Salesforce
Use this flowLesson by ID in Mentortools when New Contact in Salesforce
Use this flowAdd module submodule in Mentortools when New Contact in Salesforce
Use this flowUpdate course in Mentortools when New Contact in Salesforce
Use this flowUpdate course module in Mentortools when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between mentortools and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your mentortools integrations.
Get Courses
Get simplified list of courses
Create Courses
Total Courses
Get total count of courses
Course info by ID
Get course info by ID (simple info)
Get module by ID
Get module info by ID
Get Module information
Get detailed module information
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About mentortools
Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your mentortools and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between mentortools and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where mentortools triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in mentortools. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between mentortools and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire mentortools and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
