Redtail CRM + Teachable

Redtail CRM + Teachable integrations

Create Teachable users and enroll them in courses from new Redtail CRM activities

Effortlessly keep your contacts' learning progress updated with this seamless workflow between Redtail CRM and Teachable. When a new activity is created in Redtail CRM, this automation will enroll the associated user in a Teachable course, ensuring a streamlined onboarding process for new learners. Save time and enhance productivity by taking the manual work out of enrolling students in courses.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Enroll User in CourseEnroll 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

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

More things you can do with Redtail CRM and Teachable

Discover other triggers and actions you can use with Redtail CRM and Teachable

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
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
- Course
  Required
- Email
  Required
- Name
- Password
Action
Write
- Email
  Required
- Course
- Pricing Plan
Action
Write
- Email
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
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
- Email
  Required
- Name
  Required
- Password
Action
Write
- Student
  Required
- Course
- Pricing Plan
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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 moreLearn moreHelpHelp

Related categories

Online Courses

Similar apps

TalentLMS

Online Courses

Simplero

Online Courses

Skilljar

Online Courses