1.Detect new tag added contacts
Integrate Keap and CRM tagging tools to detect tag additions and start enrollment for the tagged contact.
Grant course access to tagged CRM contacts instantly
Automatically monitor new CRM tag additions on contacts across Keap and Teachable. Create and update when Teachable finds or creates the learner account and enrolls them in the intro courseβso you can enroll learners, start onboarding, and confirm course access without manual enrollment.
How this automation enrolls tagged contacts into intro course access
When a new tag is added in Keap, untracked contacts can miss timely course enrollment. This automation detects tag events and find or creates user accounts and enrolls them in the configured intro courseβso your team can onboard learners faster.
Keapor swap with your favorite app
2.Find or create course user
Integrate Teachable and user mapping tools to match by email and create course users for qualifying records.
Teachableor swap with your favorite app
3.Enroll user in configured course
Integrate Teachable and course enrollment tools to enroll matched users in the configured intro course identifier.
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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