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Microsoft Dynamics CRM + Teachable Integrations

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

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Teachable

Teachable allows you to create and sell online courses without any technical knowledge from your own website.

Teachable Integrations

Best Microsoft Dynamics CRM and Teachable Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Teachable in easier way

It's easy to connect Microsoft Dynamics CRM + Teachable without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • 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.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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.

How Microsoft Dynamics CRM & Teachable Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Teachable as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Teachable with Appy Pie Connect.

    (2 minutes)

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