Freshworks CRM (Freshsales Suite) + Teachable Integration

Integrate Freshworks CRM (Freshsales Suite) to Teachable in one click, or tell Integrately AI how you want each student handled. Enroll students, create contacts, update records, and keep your learning and CRM data in sync automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Teachable
    Enrollment is created in Teachable Instant
  • Teachable
    Sale is created in Teachable Instant
  • Teachable
    User is created in Teachable Instant
  • Teachable
    Student unsubscribes from marketing emails in Teachable Instant
  • Teachable
    Profile is updated in Teachable Instant
  • Teachable
    Course is completed in Teachable Instant
  • Teachable
    Subscription is cancelled in Teachable Instant
  • Teachable
    Transaction is created in Teachable Instant
  • Teachable
    Graded quiz is completed in Teachable Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • Teachable
    Enroll user to course in Teachable
  • Teachable
    Create or update user in Teachable
  • Teachable
    Unenroll user from course in Teachable
  • Teachable
    Search user in Teachable

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Teachable Integration

Enroll students, create CRM contacts, update user profiles, and track course completions, all in just one click.

Most popular automationsmost-popular-automations
Teachable + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Teachable contact

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

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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Freshworks CRM (Freshsales Suite) + Teachable Integration

Create Teachable contact for new Freshworks CRM (Freshsales Suite) contact

In order to keep your accounting and customer records in sync, when you create a contact in Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) and Teachable!
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Freshworks CRM (Freshsales Suite) + Teachable Integration

Create Teachable contact from new Freshworks CRM (Freshsales Suite) account

If you have created a account in Freshworks CRM (Freshsales Suite), 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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Teachable + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) 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 + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Teachable order

If you use Teachable as your bookkeeping software, there's an easy way to create task in Freshworks CRM (Freshsales Suite). With the help of this automation, whenever you create a new order in Teachable, a task will automatically be created in Freshworks CRM (Freshsales Suite) 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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Connect more apps to your Freshworks CRM (Freshsales Suite) + Teachable flow

Send marketing campaigns, process payments, schedule onboarding sessions, and notify your team whenever course activity happens. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Teachable
+
MailchimpMailchimp (3)
+
ZoomZoom (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
T
M
F
Add every new Teachable user to Mailchimp, and create a contact in Freshworks CRM (Freshsales Suite).
New Teachable users appear in Mailchimp and Freshworks CRM (Freshsales Suite) instantly, eliminating manual data entry.
T
M
F
When a Teachable sale is created, update the subscriber in Mailchimp and update the deal in Freshworks CRM (Freshsales Suite).
Every Teachable sale updates your Mailchimp audience and reflects the new revenue status in Freshworks CRM (Freshsales Suite).
T
M
F
When a Teachable course is completed, add a tag in Mailchimp and add a note to the contact in Freshworks CRM (Freshsales Suite).
Course completions trigger automated tag updates in Mailchimp and log graduation notes in Freshworks CRM (Freshsales Suite).

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Teachable

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Teachable
Teachable Triggers & Actions
Instant
Enrollment is created in Teachable
Triggers the automation when a new enrollment is created
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Instant
Sale is created in Teachable
Triggers the automation when a sale is made
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Instant
User is created in Teachable
Triggers the automation when a new user is created
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Instant
Student unsubscribes from marketing emails in Teachable
Triggers the automation when a student unsubscribes from marketing emails
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Instant
Profile is updated in Teachable
Triggers the automation when any user profile is updated
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Instant
Course is completed in Teachable
Triggers the automation when a course is completed
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Instant
Subscription is cancelled in Teachable
Triggers the automation when a subscription is cancelled
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Instant
Transaction is created in Teachable
Triggers the automation when a new transaction is created
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Instant
Graded quiz is completed in Teachable
Triggers the automation when someone completes a graded quiz
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Enroll user to course in Teachable
Adds user to a course
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Create or update user in Teachable
Generates a new invoice
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Unenroll user from course in Teachable
Removes a user from a particular course
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Search user in Teachable
Searches for a user
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What can you automate with Freshworks CRM (Freshsales Suite) + Teachable?

Streamline your educational workflows by connecting course enrollments, sales transactions, and student records into one unified CRM pipeline.

What you can automate?
🎓
Sync every new Teachable student directly to Freshworks CRM
Capture new user registrations from Teachable and instantly create matching contacts in Freshworks CRM (Freshsales Suite) without any manual copy-pasting.
📋
Capture every submitted field and user detail
Map all available student form responses, email addresses, and profile attributes into your CRM records rather than just basic names.
🔔
Notify your team the moment a sale happens
Send instant alerts to your sales and support channels whenever a new course purchase or enrollment is completed in Teachable.
🔀
Route records based on course selection
Perform different actions in Freshworks CRM (Freshsales Suite) depending on which specific course or membership tier the student purchased.
🔄
Keep student profiles updated as courses progress
Automatically reflect course completion milestones, profile edits, and subscription updates inside your CRM contact records.
🔍
Add or update records to prevent duplicates
Search existing database entries before creating new records, ensuring your Freshworks CRM (Freshsales Suite) database remains clean and organized.
💳
Handle subscriptions, cancellations, and sales transactions
Trigger automated CRM updates whenever a sale is created, a subscription is cancelled, or a transaction fails in Teachable.
🌐
Extend your workflow to external apps like Mailchimp
Connect your core automation pair with Mailchimp to sync email marketing lists, send notifications, and trigger multi-step team actions.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Teachable integration for?

Connecting Freshworks CRM (Freshsales Suite) and Teachable streamlines student enrollment tracking, eliminates manual CRM data entry, and keeps sales and education teams perfectly aligned.

Sales Operations Managers
Sales Operations Managers
Course Coordinators
Course Coordinators
Client Success Leads
Client Success Leads
Education Directors
Education Directors
Account Executives
Account Executives
Customer Support Teams
Customer Support Teams
📈
Sales Operations Managers
You rely on accurate pipeline data to forecast revenue, but student signups trapped in Teachable leave your dashboard incomplete — this integration means every new enrollment lands in Freshworks CRM (Freshsales Suite) instantly and your reporting numbers stay current.
Course Coordinators
You need to initiate student onboarding right away, but manual user lookups delay your welcome sequence — automating both apps means every new participant gets enrolled and acknowledged without any waiting around.
🤝
Client Success Leads
You answer to stakeholders who want transparent progress reports, but scattered course data makes status updates tedious — connecting these apps means your CRM records reflect real-time student milestones and progress effortlessly.
📊
Education Directors
The volume of new student registrations makes manual record keeping impossible, leading to missing contact entries — with this integration, every enrollment and transaction flows seamlessly into your database without human bottleneck.
🎯
Account Executives
You own the upsell relationship and depend on marketing or support to hand over student engagement cues, but manual handoffs cause delays — automating both apps means you receive immediate alerts and task updates in your CRM.
🗂️
Customer Support Teams
You need a reliable history of student purchases and course completions to resolve tickets quickly, but gaps in your CRM records cause confusion — this integration means every student transaction and milestone is logged reliably.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Teachable

Build and manage your Freshworks CRM (Freshsales Suite) + Teachable automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Teachable with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Teachable?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Teachable in 1-click using ready-made automations or by asking Integrately AI to build your workflow. It links your student data with tools like Mailchimp, Google Sheets, and Slack effortlessly.
Can I automatically create a contact in Freshworks CRM (Freshsales Suite) when a new user registers in Teachable?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Teachable, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Teachable?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact data during synchronization?
Frequently Asked Questions
Can Teachable course completions update my CRM records?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Teachable?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Teachable integration free?
Frequently Asked Questions
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