Salesforce
Enroll contacts when an opportunity closes and write certificate dates back to the contact record.
Category
CRM
Setup time
15 minutes
Available on
Every paid plan
Built by
The Whitfield team
Connect a Salesforce org with an admin login. Whitfield reads accounts, contacts and opportunities, and writes to the custom fields you pick.
Build a rule like: when an opportunity moves to Closed won, find contacts with the role Payroll admin and enroll them in your onboarding course. When they finish, the certificate date lands on the contact so your CSM sees it next to renewal risk.
Whitfield never deletes Salesforce records and only writes to fields you map.
Other integrations
HubSpot
Fill cohorts from HubSpot lists and log course progress on the contact timeline.
Slack
Post enrollments, stalled learners and new certificates to the channel your team already reads.
Microsoft Teams
Send the same progress alerts to a Teams channel, and let learners join live sessions from the calendar invite.
Put your first course in front of customers this week.
Free for up to 50 learners. Team starts at $249 a month.