?>

Wealthbox CRM + Teachable Integrations

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

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Teachable

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

Teachable Integrations

Best Wealthbox CRM and Teachable Integrations

  • Wealthbox CRM MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Wealthbox CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Wealthbox CRM Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Wealthbox CRM New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Wealthbox CRM ActiveCampaign

    Teachable + ActiveCampaign

    Create contacts in ActiveCampaign for new enrolment Read More...
    When this happens...
    Wealthbox CRM New Enrollment
     
    Then do this...
    ActiveCampaign Create/Update Contact
    Automate the addition of students to your other marketing platforms to take your digital marketing efforts to the next level. When a new student enrols in a Teachable course once this connection is activated, they will be added as a new contact in ActiveCampaign, ensuring that your lists are always up to date.
    How This Teachable – ActiveCampaign Integration Works
    • A user enrols in a course
    • Appy Pie Connect creates or updates a new contact in ActiveCampaign.
    What You Need
    • Teachable account
    • ActiveCampaign account
  • Wealthbox CRM Google Sheets

    Teachable + Google Sheets

    Create Google Sheets rows for new Teachable sales Read More...
    When this happens...
    Wealthbox CRM New Sale
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This integration will automatically replicate new Teachable course orders into a Google Sheets spreadsheet as new rows once it's operational, ensuring that you'll always be able to access all of the information you need. Allow Appy Pie Connect to collect the data you require so you don't have to waste time manually managing it.
    How This Teachable – Google Sheets Integration Works
    • A user enrols in a course
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • Teachable account
    • Google Sheets account
  • Wealthbox CRM Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow 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
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • 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 Wealthbox CRM & Teachable Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox 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.

Integration of Wealthbox CRM and Teachable

Wealthbox CRM?

Wealthbox CRM is a cloud-based customer relationship management (CRM. system that helps businesses handle their customer relationships. The platform enables users to automate their sales and marketing processes. It allows them to create personalized campaigns and provide better customer experience. Wealthbox CRM features automated tracking, inbound and outbound messaging, and centralized contact management.

Teachable?

Teachable is an online education platform for instructors and students. It offers courses in video format and allows participants to join in live webinars and calls. The platform also has tops such as enrplment forms, payment processing, teacher dashboard, and gradebook.

Integration of Wealthbox CRM and Teachable

Wealthbox CRM and Teachable can be integrated to allow users to create better customer experience. This integration can be done through the fplowing methods:

Conversion tracking. With the integration of the two platforms, users will be able to track conversions and see which channels are bringing in the most traffic. Automated email marketing. This integration will allow users to set up automated email marketing campaigns using Teachable’s built-in email marketing features. Product listing integration. Wealthbox CRM allows users to list products from their e-commerce websites for sale in their CRM database. Users can then automate sending out emails when a product from the CRM database goes on sale. Social media integration. This integration will enable users to post product updates on social media using Teachable’s social media integration feature.

Benefits of Integration of Wealthbox CRM and Teachable

There are a number of benefits of using the integrated systems, including:

The process to integrate Wealthbox CRM and Teachable 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.