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
Sensei LMS → SalesforceEvents and actions
Use Sensei LMS events to automate Salesforce
Choose a Sensei LMS event 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.
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Automation ideas
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
Sensei LMS events and actions
Courses
5 events · 4 actions
View events and actions
Events
- When a user starts a course
- When a user completes a course
- When a Sensei LMS course is published
- When a Sensei LMS course is unpublished
- When a Sensei LMS course is deleted
Actions
- Enroll a user in a course
- Remove a user from a course and delete their progress
- Create or update a Sensei LMS course
- Delete a Sensei LMS course
Lessons
4 events · 2 actions
View events and actions
Events
- When a user completes a lesson
- When a Sensei LMS lesson is published
- When a Sensei LMS lesson is unpublished
- When a Sensei LMS lesson is deleted
Actions
- Create or update a Sensei LMS lesson
- Delete a Sensei LMS lesson
Quizzes
5 events · 2 actions
View events and actions
Events
- When a user passes a quiz
- When a user fails a quiz
- When a Sensei LMS quiz is published
- When a Sensei LMS quiz is unpublished
- When a Sensei LMS quiz is deleted
Actions
- Create or update a Sensei LMS quiz
- Delete a Sensei LMS quiz
About this connection
How the two tools fit together
Sensei LMS: Connect Sensei LMS 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 Sensei LMS 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 Sensei LMS and Salesforce with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Sensei LMS and Salesforce from Noptin → Extensions. How to activate your license.
- Install and set up Sensei LMS 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 a Sensei LMS event to start the automation.
- Choose a Salesforce action from 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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