Connect Teachery and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Course Is Purchased
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
Create Event
Ready to use Teachery and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Course Is Purchased
Runs when course is purchased
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.
Do thisActions
Action is the task that follows automatically within your Teachery integrations.
List All Courses
List all Teachery courses
Enroll Customer in Course
Enroll a customer in a course
Revoke Customer Access
Revoke customer access
List All Courses and Themes
Show all courses and themes
List All Themes
View all course themes
List Recent Orders
See latest course sales
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Frequently Asked Questions
To start, connect both your Teachery and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Teachery triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Teachery 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 Teachery 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 Teachery 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 Teachery
Teachery is an online course building platform. Create and sell beautiful online courses in minutes with no transaction fees!
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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