Teachable + Zoho CRM
Create Zoho CRM module entries for new Teachable transactions
Effortlessly manage your Teachable student transactions and Zoho CRM modules with this seamless workflow. Whenever there's a new transaction in Teachable, this automation will create a module entry in Zoho CRM, ensuring your sales and customer data remain up-to-date and organized. Make your online course management more efficient without the hassle of manual data entry.
Effortlessly manage your Teachable student transactions and Zoho CRM modules with this seamless workflow. Whenever there's a new transaction in Teachable, this automation will create a module entry in Zoho CRM, ensuring your sales and customer data remain up-to-date and organized. Make your online course management more efficient without the hassle of manual data entry.
- When this happens...New Transaction
Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).
For a subscription or a payment plan, there is a new transaction created for every single payment.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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
