Follow Up Boss + Teachable

Enroll users in Teachable courses when Follow Up Boss deal stages are updated

Effortlessly enroll users in Teachable courses when their deal stage is updated in Follow Up Boss with this seamless workflow. Maintain an engaging learning experience for your clients, providing them with access to relevant courses as they progress through their customer journey. Save time and increase efficiency by keeping your course enrollment and client updates in perfect harmony.

When this happens...
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Enroll User in Course
Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)

This action is only available to schools on the Professional plans and higher.

ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Abandoned Cart
Triggers when a user does not complete an order during checkout
Trigger
Instant
Try It
Admission Disabled
Triggers when an admission in Coaching is disabled.
Trigger
Instant
Try It
Email Lead Created
Triggers when a user has confirmed their email for lead capture.
Trigger
Instant
Try It
Course Completed
Triggers when a user completes 100% of a course.
Trigger
Instant
Try It
New User
Triggers whenever a new user signs up for your school.
Trigger
Instant
Try It
Student Resubscribes to Marketing Emails
Triggers when a student opts in to marketing emails.
Trigger
Instant
Try It
Profile Updated
Triggers whenever a user updates their profile on your school.
Trigger
Instant
Try It
Tag Added to User
Triggers when a tag is added to a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
Try It
New Transaction
Trigger
Instant
Try It
New Unenrollment
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Trigger
Instant
Try It
- EmailRequired
- NameRequired
- Password
Action
Write
- StudentRequired
- Course
- Pricing Plan
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
New Admission
Triggers when a new admission record is created.
Trigger
Instant
Try It
New Comment
Triggers when a user leaves a comment in your school.
Trigger
Instant
Try It
New Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
Trigger
Instant
Try It
Lecture Completed
Triggers whenever a user completes a lecture on your school.
Trigger
Instant
Try It
New Graded Quiz Result
Triggers when a user completes a graded quiz in one of your courses.
Trigger
Instant
Try It
New Sale
Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.
Trigger
Instant
Try It
Subscription Cancelled
Triggers whenever a user cancels a subscription on your school.
Trigger
Instant
Try It
Tag Removed From User
Triggers when a tag is removed from a user. The "Tags" feature is only available to schools on the Professional plan or above.
Trigger
Instant
Try It
Transaction Refunded
Triggers when a transaction has been refunded
Trigger
Instant
Try It
Student Unsubscribes From Marketing Emails
Triggers when a student opts out of marketing emails.
Trigger
Instant
Try It
- CourseRequired
- EmailRequired
- Name
- Password
Action
Write
- EmailRequired
- Course
- Pricing Plan
Action
Write
- EmailRequired
Action
Search

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Teachable

Teachable allows you to create and sell online courses without any technical knowledge from your own website.

Learn more Help

Related categories

Online Courses

Similar apps

TalentLMS

Online Courses

Simplero

Online Courses

Skilljar

Online Courses

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Teachable

Enroll users in Teachable courses when Follow Up Boss deal stages are updated

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

First Name

Last Name

Email Address

Phone Number

Source

Stage

Is Contacted?

Tags

Street Address

City

State/Province

Zip/Postal Code

Price

Custom Field 1 Name

Custom Field 1 Value

Custom Field 2 Name

Custom Field 2 Value

Custom Field 3 Name

Custom Field 3 Value

Custom Field 4 Name

Custom Field 4 Value

Custom Field 5 Name

Custom Field 5 Value

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Abandoned Cart

Admission Disabled

Email Lead Created

Course Completed

New User

Student Resubscribes to Marketing Emails

Profile Updated

Tag Added to User

New Transaction

New Unenrollment

Create New User

EmailRequired

NameRequired

Password

Unenroll Student From Course by User ID (Legacy)

StudentRequired

Course

Pricing Plan