1.Detect new course sale transaction
Integrate Teachable and course purchase signals to capture transaction details like email, amount, net, date, and payment source.
Create sales lead and announce each new course purchase
Automatically monitor new course sale transactions across Teachable and route the context into Close and Slack. Create and update when purchaser email appears, purchase amount is captured, or payment method is submittedβso you can normalize revenue, create leads, and post sales alerts without manual follow-up.
How this automation accelerates new course lead follow-up
When new course sale transactions are created, slow lead capture can delay outreach and reduce conversion. This automation processes transaction data, upserts leads in Close, and posts Slack sales alertsβso your team can respond fast.
Teachableor swap with your favorite app
2.Normalize revenue and local date
Integrate Code by Zapier and data transformation tools to convert cents to dollars, calculate net, and map timestamps to local date.
Code by Zapieror swap with your favorite app
3.Upsert lead by purchaser email
Integrate Close and CRM lead workflows to find or create a lead, map fields, and set the lead owner from lookup output.
Closeor swap with your favorite app
4.Post sales alert to reps
Integrate Slack and sales alerts to post a channel message with lead name, email, revenue details, owner, and payment source.
Slackor swap with your favorite app
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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.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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