Revamp CRM + Teachable Integrations

How to connect Revamp CRM + Teachable

Zapier lets you send info between Revamp CRM and Teachable automatically—no code required.

When this happens...

Deal Matching Filter

Triggers when matching deals with this criteria.

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Create New User

Create a new user in your Teachable school.

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

Popular Revamp CRM + Teachable workflows

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Add new Teachable users to Revamp CRM
Teachable + Revamp CRM
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When this happens
Step 1: New User
Then do this
Step 2: Create Person
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Add new Teachable users to Revamp CRM
Add new Teachable users to Revamp CRM
Teachable + Revamp CRM

Supported triggers and actions

What does this mean?

Person Matching Filter
Triggers when matching people with this criteria.
Trigger
Scheduled
Deal Matching Filter
Triggers when matching deals with this criteria.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled

Organization Matching Filter
Triggers when matching organizations with this criteria.
Trigger
Scheduled
Task Matching Filter
Triggers when matching tasks with this criteria.
Trigger
Scheduled

Create Person
Creates a new person.
Action
Write

Revamp CRM
Creates a new Deal.
Scheduled
Action
Revamp CRM
Creates a new note.
Scheduled
Action
Revamp CRM
Creates a new organization.
Scheduled
Action
Revamp CRM
Creates a new Task.
Scheduled
Action
Revamp CRM
Finds an existing Person.
Scheduled
Action
Revamp CRM
Find an existing Deal.
Scheduled
Action
Revamp CRM
Finds an existing Organization.
Scheduled
Action
Teachable
Triggers when a new admission record is created.
Instant
Trigger
Teachable
Triggers when an admission in Coaching is disabled.
Instant
Trigger
Teachable
Triggers when a user leaves a comment in your school.
Instant
Trigger
Teachable
Triggers when a user has confirmed their email for lead capture.
Instant
Trigger
Teachable
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).
Instant
Trigger
Teachable
Triggers when a user completes 100% of a course.
Instant
Trigger
Teachable
Triggers whenever a user completes a lecture on your school.
Instant
Trigger
Teachable
Triggers whenever a new user signs up for your school.
Instant
Trigger
Teachable
Triggers when a user completes a graded quiz in one of your courses.
Instant
Trigger
Teachable
Triggers when a student opts in to marketing emails.
Instant
Trigger
Teachable
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.
Instant
Trigger
Teachable
Triggers whenever a user updates their profile on your school.
Instant
Trigger
Teachable
Triggers whenever a user cancels a subscription on your school.
Instant
Trigger
Teachable
Instant
Trigger
Teachable
Triggers when a transaction has been refunded
Instant
Trigger
Teachable
Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered).
Instant
Trigger
Teachable
Triggers when a student opts out of marketing emails.
Instant
Trigger
Teachable
Scheduled
Action
Teachable
Scheduled
Action
Teachable
Scheduled
Action
Teachable
Scheduled
Action
Teachable
Find a given student through their email address.
Scheduled
Action

How Revamp CRM + Teachable Integrations Work

Step 1: Authenticate Revamp CRM + Teachable.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.