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Zapier makes it easy to integrate Salesforce with Credly - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
Credly
Credly
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Issue Badge" in Credly.
You’re connected!
Zapier seamlessly connects Salesforce and Credly, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Salesforce and Credly with AI agents and code
Beyond Zap workflows. Call Salesforce and Credly actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and Credly actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Issue Badge
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Salesforce and Credly
Award badges for closed deals.
When a Salesforce opportunity is closed, Zapier can trigger Credly to issue a badge to celebrate the milestone. This provides a simple way to recognize success and build morale within sales teams.
When a new professional certification or achievement is logged in Salesforce for an employee, Zapier can use Credly to issue an appropriate badge. This ensures certifications are promptly acknowledged and accurately documented.
Zapier can automate issuing badges using Credly when key project milestones are updated in Salesforce. This streamlines recognition processes and motivates project teams.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Salesforce to Credly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Credly integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Credly
How can I integrate Salesforce with Credly?
To integrate Salesforce with Credly, you can use our automation platform to create workflows that connect both applications. Start by selecting a trigger in Salesforce, like a new record creation, and then choose an action in Credly, such as issuing a badge. This setup ensures that every time the specified event happens in Salesforce, Credly executes the corresponding task.
What triggers are supported in the Salesforce and Credly integration?
Our integration supports various triggers from Salesforce, including new lead or contact creation, opportunity updates, and custom-object changes. Each of these events can initiate actions in Credly. For instance, when a new contact is added in Salesforce, you could automatically issue a badge in Credly.
Can I customize the actions taken on the Credly side during the integration?
Yes, our integration allows you to customize actions on the Credly side. Once you select a trigger event from Salesforce, you can define what specific action takes place in Credly—such as issuing a digital badge for completing onboarding or gaining certification.
Do I need coding skills to set up the Salesforce-Credly integration?
No coding skills are needed to set up this integration. Our platform provides an intuitive interface where you can connect triggers and actions between Salesforce and Credly using simple drag-and-drop elements.
Are there any limitations on the number of triggers or actions I can create between Salesforce and Credly?
There are no hard limitations on the number of triggers or actions you can configure. You have flexibility as long as your plan supports it; ensure your workflow remains efficient without overwhelming system resources.
How often do the automations sync between Salesforce and Credly?
The automations sync almost in real-time but depend on server availability and load. Typically, once a trigger occurs in Salesforce—like updating an account—the corresponding action will execute promptly within seconds at Credly.
Can I test my workflows before going live with them?
Yes, our platform offers testing environments where you can simulate both trigger events from Salesforce and their subsequent actions in Credly before activating your workflows fully. This helps ensure everything functions smoothly before going live.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Credly
Credly is the world's largest network of digital credentials. The most respected brands use Credly to issue badges, certificates, and certifications to millions of professionals every year.
