Connect Mini Course Generator and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Learner
Course Collection Completed
Course Completed
Choose an Action
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
Ready to use Mini Course Generator and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner
Triggers when a new learner is added to a collection.
Course Collection Completed
Triggers when a user completes a course collection.
Course Completed
Triggers when a user completes a course.
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.
Do thisActions
Action is the task that follows automatically within your Mini Course Generator integrations.
List Course Collection
List course collections.
List Course
List course
Add Learner
Adds a learner to your course or collection.
Remove Learner
Removes a learner from the selected course collections.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
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Frequently Asked Questions
To start, connect both your Mini Course Generator and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Mini Course Generator triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Mini Course Generator data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Mini Course Generator and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Mini Course Generator and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Mini Course Generator
Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.
Learn MoreAbout 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.
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