Create Solve CRM contact for new Teachworks student
Teachworks + Solve CRM Integration
Solve CRM + Teachworks Integration
Integrate Solve CRM to Teachworks in one click, or tell Integrately AI how you want each company handled. Export new companies and contacts, schedule lessons, log payments, and sync customer data automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Solve CRM- Company is created in Solve CRM
Location is created in Teachworks- Service is created in Teachworks
- Employee is created in Teachworks
- Unavailability is created in Teachworks
- Student is created in Teachworks
- Payment is created in Teachworks
- Event is created in Teachworks
- Lesson is created in Teachworks
- Customer is created in Teachworks
2.
- Create contact in Solve CRM
- Create company in Solve CRM
- Create payment in Teachworks
- Add student to lesson in Teachworks
- Create child student in Teachworks
- Create/Schedule lesson in Teachworks
- Create employee in Teachworks
- Create independent student in Teachworks
- Create family in Teachworks
Trusted by experts at...
Ready Workflows for Solve CRM + Teachworks Integration
Create customers, schedule lessons, log payments, update client lists, and keep records synced, all in just one click.
Most popular automation
Create Teachworks student for new Solve CRM contact
Solve CRM + Teachworks Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Solve CRM + Teachworks flow
Send calendar invites, process payments, update mailing lists, and alert your team after your Solve CRM and Teachworks workflows run. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Stripe (3)
Stripe (3) +
Mailchimp (3)
Mailchimp (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Zoom (3)
Zoom (3) S
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Create a Teachworks family when a Solve CRM company is added, and schedule an event in Google Calendar
New Solve CRM companies immediately generate a Teachworks family and place a corresponding meeting on Google Calendar.
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When a Teachworks lesson is created, add a contact in Solve CRM and schedule a reminder in Google Calendar
Keep your Solve CRM contacts updated and your Google Calendar synced automatically whenever a new Teachworks lesson is scheduled.
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If a Teachworks payment is created, log the transaction in Solve CRM and update the calendar event in Google Calendar
Financial updates in Teachworks trigger client updates in Solve CRM and status changes in Google Calendar.
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Use ChatGPT to summarise Teachworks lesson notes, update Solve CRM, and schedule a follow-up in Google Calendar
Turn Teachworks lesson details into actionable Solve CRM notes and Google Calendar follow-up events using AI.
Supported triggers and actions for Solve CRM and Teachworks
Mix and match to build the exact automation you need
What can you automate with Solve CRM + Teachworks?
Streamline your tutoring operations by connecting every customer, lesson, and payment between Solve CRM and Teachworks.
🔄
Sync new companies and customer accounts
Automatically create Teachworks customers whenever a new company is created in Solve CRM, eliminating manual data entry between your sales and scheduling platforms.
📝
Capture every submitted client field
Map all available contact and company details from Solve CRM straight into Teachworks records so nothing gets left behind during client onboarding.
🔔
Alert your team instantly on new events
Send instant notifications to your staff whenever a new lesson, payment, or student is registered across your connected platforms.
🔀
Route records based on custom criteria
Trigger different actions in Teachworks depending on specific attributes or tags submitted within your Solve CRM company profiles.
🔄
Keep client records continuously updated
Ensure any updates made to companies or contacts in Solve CRM reflect immediately in your Teachworks management solution.
🛡️
Prevent duplicates with smart matching
Check existing database records before creating new student profiles or customer accounts to keep your database clean and organized.
💳
Handle payments and lesson completions
Automatically update client statuses and log transaction details whenever a payment or lesson is created in Teachworks.
🌐
Extend workflows to external tools
Connect your Solve CRM and Teachworks core flow with Slack, Google Calendar, or Stripe to handle billing, calendar invites, and team chats.
And much more...
Who is Solve CRM + Teachworks integration for?
Tutoring business owners, operations managers, and customer success teams who need to synchronize client records and lesson scheduling without manual double-entry.
Operations directors
Customer success managers
Business owners
Account executives
Support leads
Finance analysts
📈
Operations directors
You're managing tutoring schedules in Teachworks while tracking client accounts in Solve CRM, but manual updates leave your reports lagging behind actual activity — automating both apps means every new company and lesson syncs instantly and your reports stay accurate.
⚡
Customer success managers
You need to respond immediately when new students enroll, but finding out about new accounts hours later slows down your onboarding — this integration means every new customer notification fires instantly so your team can welcome clients right away.
📋
Business owners
You answer to stakeholders who want clear visibility into billing and lesson metrics, but scattered records make reporting tedious — connecting these apps means your data stays consolidated and transparent across systems.
💼
Account executives
The volume of new leads and company registrations is too high for your team to keep up with by hand, leading to missed account setups — automating both apps means every client record flows smoothly from sales to operations.
📞
Support leads
You own student scheduling and depend on sales teams to hand over client details correctly, but missing information stalls your setup process — with this integration, complete client profiles arrive in Teachworks the moment they are created in Solve CRM.
📊
Finance analysts
You rely on accurate payment and lesson logs to reconcile revenue, but manual data entry keeps introducing errors into your records — connecting these apps means your financial history remains complete and reliable.
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 Solve CRM + Teachworks
Build and manage your Solve CRM + Teachworks automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Teachworks with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Solve CRM + Teachworks Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Solve CRM to Teachworks?
You can connect Solve CRM to Teachworks in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation for you. It also supports tools like Google Calendar, Stripe, and Slack.
Can I automatically create Teachworks customers when a new company is created in Solve CRM?
Can I connect Solve CRM, Teachworks, and Slack?
What is a good Zapier alternative for Solve CRM and Teachworks?
How does Solve CRM data handle new company creations in Teachworks?
Can Teachworks lesson updates sync back to Solve CRM?
Do I need coding skills to automate Solve CRM and Teachworks?
Is the Solve CRM and Teachworks integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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