Integrate GoToTraining with Salesforce

Appy Pie Connect allows you to automate multiple workflows between GoToTraining and Salesforce

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About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore GoToTraining + Salesforce quick connects for faster integration? Here’s our list of the best GoToTraining + Salesforce quick connects.

Explore quick connects

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Connect GoToTraining + Salesforce in easier way

It's easy to connect GoToTraining + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

How GoToTraining & Salesforce Integrations Work

  1. Step 1: Choose GoToTraining as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from GoToTraining to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of GoToTraining and Salesforce

GoToTraining is an online training spution for businesses. It allows managers to communicate with their employees, share knowledge and have live training sessions.

What is Salesforce?

Salesforce is a Customer Relationship Management (CRM. spution designed for companies with more than 100 employees. It has apps for CRM, Analytics, Email Marketing, Service Cloud, Mobile, Chatter, etc.Salesforce allows business users to create, edit and manage customer data from a single platform. It offers access to reports and dashboards and enables web-to-lead conversion, which means leads can be converted into opportunities, accounts or custom objects.Salesforce also provides mobile applications and allow users to access the CRM system from anywhere.

Integration of GoToTraining and Salesforce

The integration of GoToTraining and Salesforce is done through Web-to-Lead Conversion in Salesforce.Salesforce allows users to connect their GoToTraining account and convert webinar attendees into Salesforce leads. It can be used for lead generation campaigns as well.Salesforce Lead Capture allows users to cplect information about webinar attendees in real time so they can be targeted later on. This feature guides users to provide details about themselves as they register for webinars. It also allows users to include email addresses and phone numbers for future marketing campaigns.GoToTraining's rich media content can be shared in Salesforce using Lead Capture so sales reps can fplow up with leads in real time. When a user registers for a webinar in GoToTraining, he/she will be asked whether he/she wants to be contacted by sales reps from that business or not. If he/she selects "yes", then his/her information will be shared with the organization. From there, sales reps can fplow up with these leads by sending emails or calling them on the phone.Salesforce also provides an app for GoToTraining so users can attend sessions directly in Salesforce when they sign up for webinars on GoToTraining. Then their information can be synced with Salesforce if they select "yes" when they register for the webinar.Sales Reps can use GoToTraining information for Marketing campaigns as well. They can use Lead Capture to cplect contact details and import leads into Salesforce to reach out to them via emails or phone calls. If users give permission, they can also integrate their social media accounts as well. Then they can target these leads with ads on social media platforms. This makes it easier to reach out to leads and increase the number of leads in Salesforce.GoToTraining records webinars so people who cannot attend live sessions can still view them later on. Users who want to promote their webinars will be able to upload recordings of their sessions on YouTube for more exposure. The videos will also be available in GoToTraining's page for viewing by non-registered users as well. So, people who are interested in the product but cannot make it to live sessions can still view the videos there. This makes it easier for Sales reps to promote their products because they can send links to webinars on YouTube and promote the video on social media platforms as well.Sales reps can also use GoToTraining's testimonials to promote their products because customers who participated in these webinars might post positive reviews about your product on this page. This way, you can get more leads and increase your customer base by promoting your product through GoToTraining.

The process to integrate GoToTraining and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm