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Teachable + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Teachable and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Teachable + Wealthbox CRM

  • Teachable Wealthbox CRM

    Teachable + Wealthbox CRM

    Create Household to Wealthbox CRM from New Enrollment in Teachable Read More...
    Close
    When this happens...
    Teachable New Enrollment
     
    Then do this...
    Wealthbox CRM Create Household
  • Teachable Wealthbox CRM

    Teachable + Wealthbox CRM

    Create Project to Wealthbox CRM from New Enrollment in Teachable Read More...
    Close
    When this happens...
    Teachable New Enrollment
     
    Then do this...
    Wealthbox CRM Create Project
  • Teachable Wealthbox CRM

    Teachable + Wealthbox CRM

    Create Note to Wealthbox CRM from New Enrollment in Teachable Read More...
    Close
    When this happens...
    Teachable New Enrollment
     
    Then do this...
    Wealthbox CRM Create Note
  • Teachable Wealthbox CRM

    Teachable + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Enrollment is created in Teachable Read More...
    Close
    When this happens...
    Teachable New Enrollment
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Teachable Wealthbox CRM

    Teachable + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Enrollment in Teachable Read More...
    Close
    When this happens...
    Teachable New Enrollment
     
    Then do this...
    Wealthbox CRM Create Contact
  • Teachable {{item.actionAppName}}

    Teachable + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Teachable + Wealthbox CRM in easier way

It's easy to connect Teachable + Wealthbox CRM 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 Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    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.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Teachable & Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM.

    (2 minutes)

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

Integration of Teachable and Wealthbox CRM

Teachable is a platform that helps teach individuals how to get started in online marketing. In simple terms, it helps you learn how to get started in the internet. The main method it uses to do this is through video tutorials. It has been helpful for many individuals who have been looking for a way to get started with internet business in a productive and efficient manner. It is also a great way to make money in the online business industry.

Wealthbox is an all in one software package designed to help individuals start and run their own business. It has different features such as CRM, invoicing, and inventory management. These features enable entrepreneurs to effectively manage the entire process of running a business from beginning to end. Therefore, whether an individual is practicing internet marketing or running their own business, both Teachable and Wealthbox can help them achieve their goals.

Integration of Teachable and Wealthbox CRM

Teachable and Wealthbox integration is very useful because it helps users manage their businesses more effectively and efficiently. Integration between the two allows the user to access the information stored in one system from another. For example, when a customer buys a product from an individual’s shop he/she can be automatically stored in the customer database of Wealthbox. As such, it enables users to manage all their customer information such as contact details, purchase history, and other vital information from one location instead of searching through multiple platforms for this information. This gives users time to focus on their core business activities rather than doing redundant work such as updating information about customers on different platforms.

Benefits of Integration of Teachable and Wealthbox CRM

The integration of Teachable and Wealthbox CRM also allows users to access information from all of their devices. This means that they can review the information they have saved on both platforms from any device they are using at any given time. Therefore, users can check their sales statistics on Wealthbox while on the go with Teachable. As such, the integration of these two systems allows users to bring all their data together on one platform which makes it easier for them to manage their different businesses more effectively on the go. It also allows them to keep track of all the information they have saved for customers on one platform.

Teachable and Wealthbox integration are two of the most important applications that are currently available on the market today. They are both very helpful applications that provide individuals with different tops to help them run their businesses effectively and efficiently. Therefore, if you are looking to start your own business or improve on your existing business processes then both of these applications can be beneficial to you.

The process to integrate Teachable and Wealthbox CRM 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.