Teachable + Zoho CRM
Add tags to Zoho CRM for new Teachable sales
Effortlessly manage your Teachable sales and Zoho CRM contacts with this seamless workflow. Whenever a new sale is made in Teachable, a tag will be added to the corresponding contact in Zoho CRM. With this automation, you can easily track customer purchases and segment your contacts, ensuring a more organized and efficient CRM experience.
Effortlessly manage your Teachable sales and Zoho CRM contacts with this seamless workflow. Whenever a new sale is made in Teachable, a tag will be added to the corresponding contact in Zoho CRM. With this automation, you can easily track customer purchases and segment your contacts, ensuring a more organized and efficient CRM experience.
- When this happens...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.
- automatically do this!Add Tag
Add new tag to existing module entries
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
Try It
New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew 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).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
Try It
