Agile CRM + Teachable Integration

Integrate Agile CRM to Teachable in one click, or tell Integrately AI how you want each enrollment handled. Enrollment details sync to your CRM, trigger team alerts, update student records, and launch automated follow-up campaigns instantly.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • 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 Agile CRM + Teachable Integration

Enroll new students, sync course completions, update contacts, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Agile CRM + Teachable Integration

Create Teachable contact for new Agile CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Agile 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 Agile CRM and Teachable!
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Connect more apps to your Agile CRM + Teachable flow

Connect your core student data with marketing, billing, scheduling, and team communication tools. Pick a combination and activate it in one click.

Agile CRM
Teachable
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MailchimpMailchimp (4)
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ZoomZoom (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
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SlackSlack (4)
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CalendlyCalendly (4)
T
A
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When a Teachable enrollment is created, create a contact in Agile CRM and add the subscriber in Mailchimp.
New Teachable students appear instantly in Agile CRM and Mailchimp, eliminating manual list building and list syncing.
T
A
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When a Teachable sale is created, update the Agile CRM contact and add the buyer to a Mailchimp campaign.
Course sales update your Agile CRM records and trigger targeted Mailchimp email sequences automatically.
T
A
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When a Teachable student unsubscribes, update the Agile CRM contact and remove them from Mailchimp.
Student opt-outs in Teachable instantly update your Agile CRM records and remove subscribers from Mailchimp.
T
A
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When a Teachable course is completed, add a tag in Agile CRM and trigger a Mailchimp congratulations campaign.
Course completions tag your Agile CRM contacts and launch celebratory email sequences in Mailchimp.

Supported triggers and actions for Agile CRM and Teachable

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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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 Agile CRM + Teachable?

Streamline your entire education business by connecting student enrollments, course completions, and CRM records into one automated system.

What you can automate?
🚀
Automate enrollments and CRM syncs instantly
Turn every new Teachable enrollment into a fully updated Agile CRM contact the moment a student signs up. Eliminate manual data entry and keep your customer database accurate around the clock.
📋
Capture every student detail and custom field
Map all submitted student information and course purchase data directly into your CRM records rather than just basic names and emails. Your database becomes a comprehensive source for support and marketing.
🔔
Alert your team the second a student enrolls
Notify your support or sales channels in Slack immediately when a new Teachable sale or enrollment occurs. Keep your team aligned and ready to assist high-value customers.
🔀
Route students based on course selection
Trigger different Agile CRM deal pipelines or tagging rules depending on which specific course or tier a student purchases in Teachable. Tailor your follow-up workflows to each specific product.
🔄
Keep student records updated as statuses change
Automatically update Agile CRM contacts whenever a student completes a course, updates their profile, or cancels a subscription in Teachable. Ensure your CRM always reflects current student states.
🛡️
Prevent duplicate records with smart matching
Create or update user profiles intelligently without generating duplicate contacts in Agile CRM. Keep your database clean and maintain a unified history for every student.
💳
Handle subscription cancellations and refunds
Take action immediately when a Teachable subscription is cancelled or a transaction fails by updating CRM deal stages and notifying your billing team. Protect your revenue streams proactively.
🌐
Extend your workflow to external tools
Connect your core Agile CRM and Teachable setup with supporting applications like Google Sheets or Mailchimp to handle specialized reporting and multi-channel marketing campaigns.
And much more...

Who is Agile CRM + Teachable integration for?

Connecting Agile CRM and Teachable eliminates manual data entry, keeping student records and course sales perfectly aligned across your entire team.

Course Business Owners
Course Business Owners
Sales Representatives
Sales Representatives
Customer Success Managers
Customer Success Managers
Operations Coordinators
Operations Coordinators
Marketing Directors
Marketing Directors
Finance Specialists
Finance Specialists
📈
Course Business Owners
You rely on revenue metrics and enrollment counts to steer your business, but your CRM reports only update when someone exports files by hand, so your dashboard numbers are always hours behind — with this integration, every new sale and student record syncs instantly and your analytics stay accurate.
⚡
Sales Representatives
You need to reach out to new prospects the moment they show buying intent, but student sign-ups sit in your course portal unnoticed until the end of the day, so hot leads go cold before you make contact — with this integration, every Teachable sale creates an immediate CRM deal so you can follow up right away.
🤝
Customer Success Managers
You answer to students who expect immediate onboarding help after purchasing a course, but manual user provisioning leads to frustrating access delays and support tickets — with this integration, every Teachable enrollment updates your CRM and triggers welcome sequences without manual intervention.
📊
Operations Coordinators
You manage high volumes of student data and course completions across multiple disconnected tools, leading to recurring data discrepancies and missing history — with this integration, student activities flow automatically between your CRM and course platform without manual copying.
🎯
Marketing Directors
You depend on accurate customer tags and course completion milestones to trigger targeted follow-up campaigns, but manual tracking leaves gaps in your segmentation data — with this integration, every milestone change updates your contact profiles so your marketing workflows run flawlessly.
🔍
Finance Specialists
You need a reliable audit trail of all course transactions and student statuses, but manual bookkeeping results in persistent record gaps — with this integration, every transaction and enrollment logs clean, consistent records across your systems automatically.
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Why choose Integrately to automate Agile CRM + Teachable

Build and manage your Agile CRM + 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 Agile CRM + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to Teachable?
Frequently Asked Questions
You can connect Agile CRM to Teachable in 1 click using ready templates or ask Integrately AI to build your custom workflow. It connects seamlessly with apps like Mailchimp, Zoom, and Google Sheets.
Can I automatically sync new course enrollments to my CRM contacts?
Frequently Asked Questions
Can I connect Agile CRM, Teachable, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Teachable?
Frequently Asked Questions
How do Agile CRM contact updates work with Teachable sales?
Frequently Asked Questions
Can course completion events trigger Agile CRM updates?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Teachable?
Frequently Asked Questions
Is the Agile CRM and Teachable integration free?
Frequently Asked Questions
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