Go1 + Salesforce

Go1 + Salesforce integrations

Add Go1 users from new Salesforce leads

You can act off every new lead, and save yourself time during the onboarding process of new users, by configuring a Zapier integration with your Salesforce leads. This integration was designed to capture all new leads in your Salesforce account and save them as users in your Go1 portal. This will help you respond instantly to new users, and automatically begin them on the next steps of the onboarding process (email) once they become a new customer.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create UserCreates a new user in your portal.
ActionWrite

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More things you can do with Salesforce and Go1

Discover other triggers and actions you can use with Salesforce and Go1

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Course
Trigger
Polling
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- Type
Trigger
Instant
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New User
Triggers when a new user is created in your Portal.
Trigger
Instant
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- Learner Email
  Required
- Manager Email
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Password
- Notify
Action
Write
- Enrollment
  Required
- Certificate URL
  Required
Action
Write
- Email
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Type
Trigger
Instant
Try It
New Transaction
Triggers when a new Transaction is created.
Trigger
Instant
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- Email
  Required
- Group
  Required
Action
Write
- Email
  Required
- Message
  Required
Action
Write
- Course/Learning Resource
  Required
- Email
  Required
- Re Enroll
Action
Write
- Enrollment
  Required
- Enrollment Status
  Required
- Passed
- Score
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Password
- Notify
Action
Search or write

About Go1

Go1 is a leading edtech company with a mission to unlock positive potential through a love for learning. Find exactly what you're looking for with our comprehensive learning and development library featuring hundreds of thousands of resources from the world's best providers.

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About Salesforce

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CRM (Customer Relationship Management)

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Add new Go1 users from new Salesforce leads

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Add new Go1 users from new Salesforce leads