Add a contact to an Object in Salesforce when a user completes a lesson
When a user completes a lesson
Add a contact to an Object in Salesforce
LearnPress → SalesforceEvents and actions
Use LearnPress events to automate Salesforce
Choose an event from LearnPress to start an automation, then choose from the Salesforce actions listed below. The action settings show what information you need to provide.
Already using Noptin? Learn how to create an automation rule.
LearnPress→Salesforce
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Available in Noptin
Salesforce actions
Objects
2 actions
View actions
- Add a contact to an Object in Salesforce
- Remove a contact from an Object in Salesforce
Available in Noptin
LearnPress events and actions
Courses
4 events · 3 actions
View events and actions
Events
- When a user completes a course
- When a LearnPress course is published
- When a LearnPress course is unpublished
- When a LearnPress course is deleted
Actions
- Enroll a user in a LearnPress course
- Create or update a LearnPress course
- Delete a LearnPress course
Lessons
4 events · 2 actions
View events and actions
Events
- When a user completes a lesson
- When a LearnPress lesson is published
- When a LearnPress lesson is unpublished
- When a LearnPress lesson is deleted
Actions
- Create or update a LearnPress lesson
- Delete a LearnPress lesson
Quizzes
4 events · 2 actions
View events and actions
Events
- When a user completes a quiz
- When a LearnPress quiz is published
- When a LearnPress quiz is unpublished
- When a LearnPress quiz is deleted
Actions
- Create or update a LearnPress quiz
- Delete a LearnPress quiz
About this connection
How the two tools fit together
LearnPress: Connect LearnPress courses, lessons, and quizzes to Noptin.
Salesforce: Salesforce is a comprehensive cloud-based CRM platform that provides tools for sales, service, marketing, analytics, and application development to help businesses manage customer relationships and drive growth.
What information can you send?
Connect Salesforce, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the LearnPress event or action you choose and any fields configured on your site. Available fields depend on the selected Salesforce object and the connected account.
Start here
Set up LearnPress and Salesforce with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for LearnPress and Salesforce from Noptin → Extensions. How to activate your license.
- Install and set up LearnPress on your WordPress site. Connect Salesforce in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose an event from LearnPress to start the automation.
- Choose an action from Salesforce in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
Ready to connect LearnPress and Salesforce?
Build the automation in your WordPress dashboard with Noptin.
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