App Integrations
5  min read

A guide to selling online courses with LearnDash + Salesforce Integrations

Abhishek Agrawal
By Abhishek A Agrawal
April 21, 2023
Table of Contents

    Integrate LearnDash + Salesforce to sell courses efficiently

    If we launch a course on ‘The subtle art of selling online courses’, it would be a massive success.💯 The secret to our confidence is of course the ‘LearnDash + Salesforce’ integration. 

    This integration is all you need to sell online courses efficiently. It helps you manage your courses, leads, sales, and customers, all in one place.

    Why Integrate LearnDash + Salesforce

    Online courses help bridge the gap between the quality of today’s education 🏫 and the actual industry skills required. However, there are tons of courses out there on any topic you want. So, how do you make your courses stand out? 🤔

    The only way to become a trusted educator in long term is by offering quality content. And it’s easy to craft quality content when you start your business. However, as your business grows, most educators compromise on quality as they’re quite busy managing other business aspects. Poor quality ultimately leads to a decrease in sales calling for an 🆘 situation.

    So smart educators like you, focus on crafting quality courses leaving other duties to LearnDash + Salesforce integration. This, in turn, paves your path to becoming ✅ a trusted brand in the education industry, ❌ not just another ad guy selling dummy courses.

    Integrate LearnDash With 750+ Apps In 1 Click

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    Advantages of Connecting LearnDash + Salesforce

    The LearnDash + Salesforce integration helps you to 

    💪 Save time on administrative tasks 🕰️, and focus on creating quality courses

    💪 Streamline sales and marketing processes

    💪 Easily score, identify, and sort out quality leads for better targeting🎯

    💪 Track student data, progress, and performance in one place

    💪 Create personalized learning experiences 🎓 based on student’s interests and learning style

    💪 Reduce errors and efforts by eliminating manual data entry for new registration/enrollment

    💪 Send personalized messages 📧 to keep students engaged with your courses.

    💪 Offer better customer experience and service with streamlined communication

    Powerful Ways To Connect LearnDash + Salesforce

    Ready to take your education business to the next level? Well, buckle up, because we’re about to show you some powerful ways to connect LearnDash with Salesforce! 🤝

    Create Salesforce tasks to market and sell new LearnDash courses

    Integrating LearnDash with Salesforce helps you streamline your marketing efforts. You can set up automation to create and assign tasks in Salesforce for

    • Promoting new courses
    • Following up with potential leads
    • Closing deals, and more 

    Salesforce also makes it easy for your teams to access customer data and preferences in one place. This enables you to easily set up targeted campaigns that resonate with your audience.

    Automation to create Salesforce tasks for new LearnDash courses

    Create Salesforce contacts when a student enrolls in a course in LearnDash

    You can set up an automation to store and organize all your new enrollments in Salesforce. This way, you can easily track everything you need for a specific contact in one place.

    Automation to sync new LearnDash course enrollments in Salesforce

    Update student records in Salesforce when they complete a course on LearnDash

    This automation keeps your database up to date. You can further use this data to identify and target students for upselling and cross-selling purposes.

    Automation to update Salesforce records for course completion in LearnDash

    Assign tasks to get feedback

    This automation helps you create tasks in Salesforce to collect student feedback. It gives you an idea of how your courses are being received so that you make necessary improvements.

    Automation to assign tasks following completion of courses in LearnDash

    Use Salesforce to track student progress

    These automations help you easily keep a tab on student progress and performance. It helps you identify areas where students need additional support in order to improve their learning experience.

    List of triggers that can be used while setting up automation to track student progress

    Find all the powerful ways to connect LearnDash + Salesforce or create your own integration in clicks.

    How Does LearnDash Work?

    LearnDash works by allowing you to create and sell online courses. All you need to do is:

    ▶️ Sign up and create a course.📝

    ▶️ Use the Course Builder to add lessons, topics, and quizzes to your course.

    ▶️ Use the Creation Wizard to create courses from youtube videos or a custom URL.

    ▶️ Set up registration and payments 💳 for your courses. You can also create coupons to offer promotions and discounts.

    ▶️ Finally, use the Certificate builder to create course certificates.📃▶️ You can publish a standalone course or create groups to offer a bundle of courses.

    Integrate Salesforce With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    How Does Salesforce Work?

    Salesforce works by harnessing the power of cloud computing to provide a comprehensive suite of tools for managing customer relationships. 

    ▶️ First, Salesforce helps you save 💾 all your customer data in one place, making it easy to access and manage. This includes everything from contact information to previous purchases to customer service interactions.

    ▶️ Next, you can use Salesforce to track leads and sales opportunities. It helps you to better understand your sales pipeline and focus your efforts where they will have the most impact.

    ▶️ Salesforce also provides powerful marketing automation tools, including email campaigns to help you reach your target audience and boost conversions.🚀

    👥 Finally, Salesforce’s customer service features enable you to provide exceptional support to your customers. It offers tools for managing cases, tracking customer interactions, and even providing self-service options.

    How To Integrate LearnDash With Salesforce

    Follow these simple steps to integrate LearnDash with Salesforce:

    Step 1: Signup for Integrately (

    Step 2: Select LearnDash as your first app and Salesforce as the second one

    Select LearnDash and Salesforce to connect them using Integrately

    Step 3: Build custom automation by selecting desired trigger and action

    Select LearnDash and Salesforce to connect them using Integrately

    Step 4: Follow the prompts to securely connect your LearnDash and Salesforce account with Integrately.

    Securely connect LearnDash account with Integrately
    Securely connect Salesforce account with Integrately

    Step 6: Once connected, map the required fields, test your automation, and make it live.

    How Integrately Enables Powerful Integrations

    If you’re looking for a simple yet powerful way to automate your business processes, then look no further than Integrately! It is a no-code automation platform specially designed for non-techies😎. With Integrately, you can easily connect over 1000+ business apps with each other. What’s more, you get

    💪 A user-friendly setup process with millions of ready-to-use 1-click automations

    💪 A powerful visual automation builder to easily create multi-step workflows

    💪 Advanced data formatting options

    💪 24/5 customer support

    💪 A dedicated automation expert to assist with all your automation needs
    With prices starting from just $19.99, Integrately is an affordable solution for businesses of all sizes. So why wait? Sign up and supercharge ⚡ your productivity today!

    FAQ's about LearnDash + Salesforce Integrations

    Does LearnDash integrate with Salesforce?

    Yes, LearnDash easily integrates with Salesforce. You can explore all the custom automation possibilities for LearnDash+ Salesforce integration here.

    Can you integrate LearnDash with Salesforce for free?

    No, you cannot integrate LearnDash with Salesforce for free. However, Integrately lets you connect both these tools and 1000+ other apps for as low as $19.99.

    What does Salesforce's integration with LearnDash let you do?

    Salesforce's integration with LearnDash allows you to create, sell, and manage courses effectively. It also automates your sales, marketing, and customer relationship management processes.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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