Close + Teachable Integration

Integrate Close to Teachable in one click, or tell Integrately AI how you want each enrollment handled. Sync student data, update your CRM, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • 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
Arrow Right
2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • 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 Close + Teachable Integration

Capture student enrollments, create CRM leads, update course progress, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Teachable + Close Integration

Create Close contact for new Teachable contact

If you are using Teachable, then you may want to also use Close 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 Close.

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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Close + Teachable Integration

Create Teachable contact for new Close contact

In order to keep your accounting and customer records in sync, when you create a contact in Close, 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 Close and Teachable!
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Teachable + Close Integration

Create Close task for new Teachable order

If you use Teachable as your bookkeeping software, there's an easy way to create task in Close. With the help of this automation, whenever you create a new order in Teachable, a task will automatically be created in Close 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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Teachable + Close Integration

Create Close 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 Close 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.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Teachable flow

Streamline customer data between your CRM and course platform, alert your team, and keep records up to date. Pick a combination and activate it in one click.

Close
Teachable
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
S
C
T
When a Stripe payment is created, create a lead in Close, and enroll the user in Teachable.
Stripe payments trigger a new lead in Close and enrol the customer in Teachable instantly, removing manual data entry.
S
C
T
When a Stripe subscription is cancelled, update the lead in Close, and unenroll the user from Teachable.
Cancelled Stripe subscriptions update your Close lead status and remove Teachable course access automatically.
S
C
T
If a Stripe payment succeeds for an enterprise plan, create a lead in Close with high priority, and enroll the user in Teachable.
High-value Stripe payments create priority leads in Close and grant immediate Teachable course access.
S
C
T
When a Stripe refund is issued, update the opportunity in Close, and unenroll the user from Teachable.
Refunded Stripe orders update Close opportunities and revoke Teachable course access automatically.

Supported triggers and actions for Close and Teachable

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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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
Try it →

What can you automate with Close + Teachable?

Connect your sales CRM and course platform to eliminate manual busywork and streamline student management.

What you can automate?
🔄
Sync Teachable course sales to Close leads
Automatically generate a new lead in Close the moment a student completes a purchase or enrollment in Teachable. Keep your sales pipeline updated without manual data entry.
📋
Capture every submitted student field
Map all available student details and custom answers from Teachable directly into your Close lead fields. Ensure your CRM records contain complete context for every learner.
🔔
Notify your team instantly on new sales
Alert your sales and support channels the second a new student enrolls in your online course. Keep everyone informed and ready to assist learners right away.
🔀
Route leads based on course selection
Create different lead priorities or assign specific tasks in Close depending on which online course a student purchases in Teachable.
🔄
Keep CRM records up to date as courses progress
Update lead statuses in Close automatically when students complete online courses, finish quizzes, or cancel their Teachable subscriptions.
🔍
Prevent duplicate records with smart search
Search existing contacts in Close before creating new records, ensuring returning students are updated cleanly instead of generating duplicate entries.
Handle subscription cancellations seamlessly
Automatically update Close opportunities and revoke course access in Teachable when a customer cancels their subscription or requests a refund.
🌐
Extend your workflow with Slack or Google Sheets
Push enrollment data into Google Sheets for reporting or post milestone celebrations in Slack while keeping Close and Teachable fully synchronized.
And much more...

Who is Close + Teachable integration for?

Sales teams, course creators, and operations managers eliminate manual data entry, streamline student onboarding, and keep CRM pipelines perfectly synchronized.

Sales directors and revenue leads
Sales directors and revenue leads
Customer success and support managers
Customer success and support managers
Agency owners and client consultants
Agency owners and client consultants
High-volume course creators
High-volume course creators
Onboarding specialists and instructors
Onboarding specialists and instructors
CRM administrators and operations leads
CRM administrators and operations leads
📈
Sales directors and revenue leads
You're reviewing conversion metrics in Close but your course enrollment numbers only update when someone manually exports data, so the pipeline reports you're optimising against are always a few hours behind — with this integration, every new course sale lands in your CRM instantly and your data stays current.
Customer success and support managers
You need to act fast when students face issues, but finding out about new enrollments or cancellations takes too long across disconnected apps — this integration means every student status change triggers immediate CRM updates and alerts so your team can support learners without delay.
📋
Agency owners and client consultants
You answer to clients who want to see daily progress on student acquisition and course sales, but assembling manual status reports wastes hours every week — automating both apps means your pipelines and client dashboards update themselves in real time.
🚀
High-volume course creators
The volume of new student signups is too high for anyone to keep up by hand, leading to missed CRM leads and delayed onboarding emails — with this integration, every Teachable transaction flows straight into Close without manual copy-pasting.
👥
Onboarding specialists and instructors
You own the next step of student onboarding in Teachable but depend on someone upstream to manually hand over lead details from Close — connecting these apps means student accounts and follow-up tasks are created the moment a deal is won.
🗂️
CRM administrators and operations leads
You need a reliable history of customer interactions and course completions, but keep finding gaps where manual data entry was missed — this integration means every record is logged accurately across both platforms without exception.
Our team

Ready Workflows Did you know?

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 Close + Teachable

Build and manage your Close + 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 Close + 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
Select Automation
Select a trigger from Google Sheets
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 Close to Teachable?
Frequently Asked Questions
You can connect Close to Teachable in 1-click using ready-made flows or ask Integrately AI to build your custom automation. Link your accounts and sync data across Stripe, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create a Close lead when a student enrolls in Teachable?
Frequently Asked Questions
Can I connect Close, Teachable, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Teachable?
Frequently Asked Questions
How are leads and contacts managed in Close during this integration?
Frequently Asked Questions
How does Teachable handle course enrollment updates?
Frequently Asked Questions
Can I set up this integration without any coding experience?
Frequently Asked Questions
Is the Close and Teachable integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Teachable With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your sales leads.
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Teachable
Popular Teachable Integrations
Sync Teachable with marketing automation, reporting, and webinar tools to keep learning data working across your stack.
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