LearnDash and Salesmate Integration

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Automatically enroll Salesmate contacts in LearnDash courses based on deal stage. Latenode's visual editor simplifies complex enrollment logic, while affordable execution-based pricing makes scaling this automation easier than ever.

LearnDash + Salesmate integration

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LearnDash

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LearnDash and Salesmate

Create a New Scenario to Connect LearnDash and Salesmate

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LearnDash, triggered by another scenario, or executed manually (for testing purposes). In most cases, LearnDash or Salesmate will be your first step. To do this, click "Choose an app," find LearnDash or Salesmate, and select the appropriate trigger to start the scenario.

Add the LearnDash Node

Select the LearnDash node from the app selection panel on the right.

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LearnDash

Configure the LearnDash

Click on the LearnDash node to configure it. You can modify the LearnDash URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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LearnDash

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Connect LearnDash

Sign In
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Run node once

Add the Salesmate Node

Next, click the plus (+) icon on the LearnDash node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.

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Salesmate

Authenticate Salesmate

Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.

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Salesmate

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Connect Salesmate

Sign In
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Run node once

Configure the LearnDash and Salesmate Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Salesmate Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the LearnDash and Salesmate Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring LearnDash, Salesmate, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the LearnDash and Salesmate integration works as expected. Depending on your setup, data should flow between LearnDash and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect LearnDash and Salesmate

LearnDash + Salesmate + Zoom: When a user completes a specific course in LearnDash, their contact information is retrieved from Salesmate, and a Zoom meeting is automatically scheduled with a sales representative. The meeting details are sent to the contact in Salesmate.

LearnDash + Slack + Salesmate: When a new user enrolls in a LearnDash course, a notification is sent to a designated Slack channel to inform the sales team. The Salesmate system is searched for contact information on the enrolled user so the sales team can tailor their outreach.

LearnDash and Salesmate integration alternatives

About LearnDash

Automate LearnDash course management in Latenode. Enroll users automatically, send progress updates, and trigger actions in other apps based on course completion. Keep student data in sync with your CRM and marketing tools. Build custom learning paths visually; scale processes without code or per-step fees.

Related categories

About Salesmate

Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.

See how Latenode works

FAQ LearnDash and Salesmate

How can I connect my LearnDash account to Salesmate using Latenode?

To connect your LearnDash account to Salesmate on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LearnDash and click on "Connect".
  • Authenticate your LearnDash and Salesmate accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Salesmate deals upon course completion?

Yes, you can! Latenode automates deal creation in Salesmate when a LearnDash course is completed. This nurtures leads and seamlessly connects learning outcomes to sales opportunities.

What types of tasks can I perform by integrating LearnDash with Salesmate?

Integrating LearnDash with Salesmate allows you to perform various tasks, including:

  • Adding new LearnDash users as contacts in Salesmate.
  • Updating contact details in Salesmate based on LearnDash profile changes.
  • Creating deals in Salesmate when a user enrolls in a specific LearnDash course.
  • Triggering email campaigns in Salesmate based on LearnDash course progress.
  • Segmenting Salesmate contacts based on LearnDash course completion status.

How do I handle custom fields from LearnDash in my Salesmate workflows?

Latenode allows mapping custom fields from LearnDash to Salesmate. Utilize JavaScript code blocks for advanced data transformations if needed, for granular control.

Are there any limitations to the LearnDash and Salesmate integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript coding.
  • Real-time data syncing depends on the API limits of both platforms.
  • Certain advanced LearnDash reporting features may not be directly accessible.

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