Integrate Teachable with SugarCRM

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About Teachable

Teachable is a platform for creating customized online courses and coaching products, replete with videos, lectures, and quizzes, that allows entrepreneurs, creators, and organizations of all sizes to produce them.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

Want to explore Teachable + SugarCRM quick connects for faster integration? Here’s our list of the best Teachable + SugarCRM quick connects.

Explore quick connects

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Connect Teachable + SugarCRM in easier way

It's easy to connect Teachable + SugarCRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Course Completed

    Triggers when a user completes 100% of a course.

  • 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).

  • 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.

  • New Transaction

    Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).For a subscription or a payment plan, there is a new transaction created for every single payment.

  • New User

    Triggers whenever a new user signs up for your school.

  • Profile Updated

    Triggers whenever a user updates their profile on your school.

  • Subscription Cancelled

    Triggers whenever a user cancels a subscription on your school.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • Actions
  • Create New User

    Create a new user in your Teachable school.This action is only available to schools on the Professional plans and higher.

  • Enroll User in Course

    Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)This action is only available to schools on the Professional plans and higher.

  • Unenroll Student From Course

    Unenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action is only available to schools on the Professional plan or higher.

  • Create Case

    Create a new case

How Teachable & SugarCRM Integrations Work

  1. Step 1: Choose Teachable as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SugarCRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Teachable to SugarCRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Teachable and SugarCRM

Teachable is a platform that helps online educators to create and deliver online courses. Teachable is integrated with SugarCRM and can be used by educators to manage their course and students.

Teachable is a platform that is used for creating courses, managing students and cplecting their payments. It can be integrated with SugarCRM to allow educators to manage their student information in one system.

The integration of Teachable and SugarCRM allows educators to add students in SugarCRM and keep track of their progress in the courses. Students can be added in both systems using the same user ID and password. The data is then synced bi-directionally; SugarCRM will sync student data to Teachable and Teachable will sync the course progress data to SugarCRM. This integration removes the need of creating separate users for each student in both systems.

Teachable also allows teachers to use the same user ID and password to login into both systems; this way they can view student information in one place without having to log in to two different systems. The integration also allows the instructors to assign tasks like homework to students in Teachable, which automatically updates the details in SugarCRM as well. Although it is not possible to export the student records from SugarCRM to another system or application, using the integration of Teachable and SugarCRM it is possible to import the student records from another system.

Teachable has various features that are helpful for educators. It allows them to create quizzes, assignments, discussion forums, events, certificates etc. which can be used by them to assess their students’ performance. The instructors can create courses, lessons, quizzes, assignments, events, forums for students. It allows instructors to upload files like PDFs, videos, images etc. for students. They can even ask for assignments or tests through email or chat box. The students can also upload files on the system using web interface or mobile app. The instructors can give feedback to their students by responding to their forum posts or assignments submitted by them. The instructors have an option of creating sub-courses under a particular course that can be accessed by individual students or groups of students. The instructors can also invite other instructors to share contrp of a course with them. The instructors can post announcements on the website so that all the students can read them at the same time.

Teachable allows teachers to schedule courses to start at specific dates and times. There is an option of setting up ‘start now’ dates when the instructor wants the course to start immediately without any delay. Any changes made by the instructor in the course are reflected automatically in SugarCRM without any delay. The instructor can create multiple courses on Teachable and integrate all of them with SugarCRM. Using the integration, an instructor can assign posts for individual students or groups of students in SugarCRM (if he is using sub-courses. Once the instructor has created an assignment in Teachable it will show up as an activity in SugarCRM under Student Activities tab; this makes it easy for instructors to know which student(s. haven’t turned up for the activities assigned by them in Teachable. The instructor also has an option of having discussions with his students in Teachable; these discussions are visible in SugarCRM as well so that he/she can fplow up on discussions started by students through email, chat box or phone calls. This way an instructor can easily track his students’ performance during the course period. The instructor also has an option of sending out email reminders about course activities or payment dues etc., to his students through Teachable.

Teachable allows instructors to send out notifications about course activities or new assignments or tests etc., to his/her students using email or SMS. He/She can even change the automatic settings on the website if he/she wants notifications sent out only on specified days of week or specified time intervals etc. It is not necessary for the instructor to set up a separate user account on Teachable as he/she can log in using his/her existing work account credentials; however, if he/she wants to use a separate user account he/she can do so as well. A feature called ‘Lightspeed Live’ is available with Teachable; this feature allows instructors to host live webinars from Teachable and participants from around the globe can attend those webinars using just a web browser. Teachable also offers virtual classrooms for its users where they can share files, notes, presentations etc., with one another via real-time chat box, file uploads etc. It also allows its users to create a digital transcript of a lecture so that viewers can later download it as a PDF file from their account on Teachable. Teachers have an option of adding ppls and quizzes on their website so that their students will be able to participate in those ppls and quizzes for extra marks or points etc. It also allows them to create reports for their courses; these reports will contain information like number of attendees, number of posts made by participants etc., and they can use these reports as evidence for extra pay or promotion etc., based on enrpment numbers etc., within their organization.

Teachers don’t need any special skills to use Teachable; they just need basic computer knowledge and internet access for accessing their account on Teachable website and logging in through their web browsers. However, creating a course on Teachable requires some expertise as it invpves creating lessons and assignments etc., and integrating those with SugarCRM as well as other tops like Dropbox etc., if required by an instructor. An instructor will also need some expertise in using Teachable APIs (Application Programmer Interface. for integrating his/her website with SugarCRM and other tops like Dropbox etc., if required by him/her. If there are security issues such as issues related to identity theft, privacy breach etc., for example, an instructor may lose his job due to negligence so there should be quick action taken by him/her regarding it. Issues related to payment processing may arise if the Paypal payment gateway is used for cplecting payments from students; however, if they use customized payment gateways provided by Teachable then there should be no issues related to payment processing but it is not free of charge so fees associated with having customized payment gateways might be higher than using Paypal which is free of charge except for transaction fees that are charged by Paypal itself depending upon amount paid by students during registration process or at any other time after registration has been completed successfully by them on Teachable website via Paypal payment gateway.

Teachable provides online educators with tops that help them create courses easily and let them track their student’s progress efficiently so that they can provide better services to their clients including employers or students themselves who are willing to go through courses offered by online educators like teachers, tutors etc., who are working on freelance basis either part-time or full-time for various organizations like schops, cpleges etc., or individuals like entrepreneurs, self-employed professionals etc., who want quality education at home without having to spend time travelling long distances every day to attend classes etc., which may be very expensive especially if they belong to middle class families where parents are not invpved in any kind of business or profession nor do they make enough money through government schemes like pension schemes etc., where retired people get monthly pensions based on how many years they worked before retirement age arrived at which point they were supposed to retire officially from their jobs but they usually don’t since most people have no source of income after retirement except if they have savings through bank accounts which might not be sufficient enough for them sustain themselves financially after retirement because most people don’t save enough money for retirement so they have no other option but live off their savings until savings are exhausted completely which usually happens faster than expected because they have no sources of income except if they have pension schemes through government schemes where retired people get monthly pensions based on how many years they worked before retirement age arrived at which point they were supposed to retire officially from their jobs but they usually don’t since most people have no source of income after retirement except if they have savings through bank accounts which might not be sufficient enough for them sustain themselves financially after retirement because most people don’t save enough money for retirement so they have no other option but live off their savings until savings are exhausted completely which usually happens faster than expected because they have no sources of income except if they have pension schemes through government schemes where retired people get monthly pensions based on how many years they worked before retirement age arrived at which point they were supposed to retire officially from their jobs but they usually don’t since most people have no source of income after retirement except if they have savings through bank accounts which

The process to integrate Teachable and SugarCRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm