Add a contact to an Object in Salesforce when a user completes a course
When a user completes a course
Add a contact to an Object in Salesforce
LifterLMS → SalesforceEvents and actions
Use LifterLMS events to automate Salesforce
Choose an event from LifterLMS 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.
LifterLMS→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
LifterLMS events and actions
Courses
6 events · 4 actions
View events and actions
Events
- When a user is enrolled in a course
- When a user is removed from a course
- When a user completes a course
- When a course is published
- When a course is unpublished
- When a course is deleted
Actions
- Enroll a user in a course
- Remove a user from a course
- Create or update a course
- Delete a course
Sections
4 events · 2 actions
View events and actions
Events
- When a user completes a course section
- When a section is published
- When a section is unpublished
- When a section is deleted
Actions
- Create or update a section
- Delete a section
Lessons
4 events · 2 actions
View events and actions
Events
- When a user completes a lesson
- When a lesson is published
- When a lesson is unpublished
- When a lesson is deleted
Actions
- Create or update a lesson
- Delete a lesson
Quizzes
7 events · 2 actions
View events and actions
Events
- When a user completes a quiz attempt
- When a user passes a quiz
- When a user fails a quiz
- When a quiz attempt requires review
- When a quiz is published
- When a quiz is unpublished
- When a quiz is deleted
Actions
- Create or update a quiz
- Delete a quiz
Memberships
5 events · 4 actions
View events and actions
Events
- When a user is enrolled in a membership
- When a user is removed from a membership
- When a membership is published
- When a membership is unpublished
- When a membership is deleted
Actions
- Enroll a user in a membership
- Remove a user from a membership
- Create or update a membership
- Delete a membership
About this connection
How the two tools fit together
LifterLMS: Connect LifterLMS courses, sections, 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 LifterLMS 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 LifterLMS and Salesforce with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for LifterLMS and Salesforce from Noptin → Extensions. How to activate your license.
- Install and set up LifterLMS on your WordPress site. Connect Salesforce in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from LifterLMS 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.
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