Teachable + Zoho CRM

Create new Teachable users from new or updated Zoho CRM module entries

Effortlessly streamline your onboarding process with this powerful integration. When there's a new or updated module entry in Zoho CRM, a new user is instantly created in Teachable, ensuring a seamless experience for your team and customers. Save time and resources by automating this crucial step in client management.

When this happens...
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this!
Create New User
Create a new user in your Teachable school.

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

ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
New Admission
Triggers when a new admission record is created.
Trigger
Instant
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New Comment
Triggers when a user leaves a comment in your school.
Trigger
Instant
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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
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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
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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
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Transaction Refunded
Triggers when a transaction has been refunded
Trigger
Instant
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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

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Teachable + Zoho CRM

Create new Teachable users from new or updated Zoho CRM module entries

Supported triggers and actions

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New Admission

New Comment

New Enrollment

Lecture Completed

New Graded Quiz Result

New Sale

Subscription Cancelled

Tag Removed From User

Transaction Refunded

Student Unsubscribes From Marketing Emails

Enroll User in Course

Unenroll Student From Course by Email

Find Student

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)