Capsule CRM + Teachable Integration

Connect Capsule CRM to Teachable - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Teachable automations, you can automate course enrollment, deliver automated feedback, and manage student communication effectively. And automate all the repetitive tasks between Capsule CRM & Teachable using Integrately.
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Ready Workflows For Capsule CRM + Teachable Integration

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Teachable + Capsule CRM Integration

Create Capsule CRM person for new Teachable contact

If you are using Teachable, then you may want to also use Capsule CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Teachable, a corresponding person will be created in Capsule CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Teachable + Capsule CRM Integration

Create Capsule CRM task for new Teachable contact

With the growth of Teachable, many companies are looking for ways to connect their Teachable account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Capsule CRM every time a contact is created in Teachable.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Teachable + Capsule CRM Integration

Create Capsule CRM task for new Teachable order

If you use Teachable as your bookkeeping software, there's an easy way to create task in Capsule CRM. With the help of this automation, whenever you create a new order in Teachable, a task will automatically be created in Capsule CRM for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Capsule CRM + Teachable Integration

Create Teachable contact from new Capsule CRM organisation

If you have created a organisation in Capsule CRM, it's important to create a contact in Teachable. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Capsule CRM + Teachable Integration

Create Teachable contact for new Capsule CRM person

In order to keep your accounting and customer records in sync, when you create a person in Capsule CRM, this automation will automatically create a contact in Teachable.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Capsule CRM and Teachable!
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Create Your Own Capsule CRM & Teachable Integration Without Any Code

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2. Select what action you want to automate
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Capsule CRM + Teachable Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Teachable
    Enrollment is created in Teachable

    Triggers the automation whenever a new enrollment is created

    Instant
  • Teachable
    Sale is created in Teachable

    Triggers the automation whenever a sale is made

    Instant
  • Teachable
    User is created in Teachable

    Triggers the automation whenever a new user is created

    Instant
  • Teachable
    Student unsubscribes from marketing emails in Teachable

    Triggers the automation whenever a student unsubscribes from marketing emails

    Instant
  • Teachable
    Profile is updated in Teachable

    Triggers the automation whenever any user profile is updated

    Instant
  • Teachable
    Course is completed in Teachable

    Triggers the automation whenever a course is completed

    Instant
  • Teachable
    Subscription is cancelled in Teachable

    Triggers the automation whenever a subscription is cancelled

    Instant
  • Teachable
    Transaction is created in Teachable

    Triggers the automation whenever a new transaction is created

    Instant
  • Teachable
    Graded quiz is completed in Teachable

    Triggers the automation whenever someone completes a graded quiz

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Teachable
    Enroll user to course in Teachable

    Automatically adds user to a course

  • Teachable
    Create or Update User in Teachable

    Automatically generates a new invoice

  • Teachable
    Unenroll user from course in Teachable

    Automatically removes a user from a particular course

  • Teachable
    Search user in Teachable

    Automatically searches for a user

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Integrate Capsule CRM & Teachable In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Capsule CRM or Teachable With 1200+ Other Apps

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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

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Create online courses on the go from your smartphone. Teachable is the easiest way to create, manage & sell your online course, without any technical knowledge.

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