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.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Teachable + Wealthbox CRMCreate Household to Wealthbox CRM from New Enrollment in Teachable Read More...
Teachable + Wealthbox CRMCreate Project to Wealthbox CRM from New Enrollment in Teachable Read More...
Teachable + Wealthbox CRMCreate Note to Wealthbox CRM from New Enrollment in Teachable Read More...
Teachable + Wealthbox CRMStart Workflow in Wealthbox CRM when New Enrollment is created in Teachable Read More...
Teachable + Wealthbox CRMCreate Contact to Wealthbox CRM from New Enrollment in Teachable Read More...
It's easy to connect Teachable + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a user completes 100% of a course.
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).
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.
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.
Triggers whenever a new user signs up for your school.
Triggers whenever a user updates their profile on your school.
Triggers whenever a user cancels a subscription on your school.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Create a new user in your Teachable school.This action is only available to schools on the Professional plans and higher.
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 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.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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.
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.
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.