App Integrations
5  min read

Maximize your potential as an online educator with Teachable + EngageBay CRM Integrations

Abhishek Agrawal
By Abhishek A Agrawal
June 27, 2023
Table of Contents

    Integrate Teachable + EngageBay CRM

    It is rightly said that “The purpose of education is to turn mirrors into windows”, and this cannot be emphasized enough. With the Teachable + EngageBay CRM integration, you can turn your online education business into a window of opportunity🪟.

    Wondering how can you exploit this opportunity?🤔

    Well! With this integration, you get to manage your courses, leads, sales, and customers, all in one place. 

    Why Integrate Teachable + EngageBay CRM

    You might have always heard that multitasking kills productivity❌, this is especially true when you are a solopreneur managing multiple things. But, your primary task as an educator to create high-quality courses📈 is subsided when you are neck deep in managing leads, contacts, marketing, and sales.

    However, this needn’t be the case! You can use Teachable + EngageBay CRM to handle all the legwork🦵 and instead focus on creating top-notch courses. Your work will speak for itself and your brand awareness will skyrocket in a short span of time.

    Advantages of Connecting Teachable + EngageBay CRM

    The Teachable + EngageBay CRM integration helps you to 

    💪Streamline sales and marketing processes

    💪Eliminate the manual data entry

    💪Create personalized learning experiences

    💪Track performance and student progress

    💪Save time on administrative tasks

    Powerful Ways To Connect Teachable + EngageBay CRM

    Automated Contact Syncing

    With this 1-click automation, as soon as a new lead is created in EngageBay CRM, a contact will automatically be created in Teachable. This way you can always ensure that contact info is always updated in Teachable.

    Further, you can also set up an automation to send a personalized thank you note to your students and display other courses offered by you.

    Create EngageBay CRM contacts when a student enrolls in a course on Teachable:

    This helps you attach all customer info to their contacts. You can then easily track everything you need for a specific contact in one place. Just use this Trigger and Action.

    Trigger and Action of Teachable and EngageBay CRM

    Update student contact in EngageBay CRM when they complete a course on Teachable:

    This automation helps you track the student’s progress, and their profile is automatically updated when they complete a course in Teachable. You can then provide them with details about your advanced courses.

    Flow image of Teachable + EngageBay CRM

    Find all the other powerful ways to connect Teachable + EngageBay CRM or create your own integration In clicks.

    How Does Teachable Work?

    Teachable is an online platform that enables its users to create and sell online🌐 courses. The platform also provides tools for marketing and selling courses to a global audience. You can sell your online services through courses, coaching, and digital downloads📲.

    Here’s how teachable works:

    👉 Sign up and create a course

    👉 Customize the look and feel of your course website

    👉 Set up the registration and payments system for your courses

    👉 Finally use Teachable’s built-in marketing tools to promote it to potential students

    👉 You can also bundle your courses to sell at a single price.

    Teachable also provides a helping hand in the course creation process as it guides you through A – Z fundamentals in creating and selling your own course.

    Integrate Teachable With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    How Does EngageBay CRM Work?

    EngageBay is a CRM platform designed for businesses to manage customer relationships, sales, marketing, and support activities. The platform enables businesses to organize customer data, segment customers🧑‍💼 based on behavior, and create personalized communication.

    Here are the key features of EngageBay CRM:

    👉 You can store all the customer information centrally in one place. This can range from contacts created to any customer interactions and all of the lead information.

    👉  Manage sales pipelines, track deals, and forecast revenue.

    👉 Create targeted email campaigns, automate follow-up emails, and track the performance of its campaigns. The platform also enables you to create landing pages and web forms, capture leads, and track their progress through the sales pipeline.

    👉 You can also use advanced analytics and reporting features, enabling businesses to measure the performance of their marketing and sales efforts. 

    Lead management, deal tracking, email marketing, marketing automation, social media management, and customer support. All of this becomes relatively easy with EngageBay CRM.

    Integrate EngageBay CRM With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    How Integrately Enables Powerful Integrations

    Integrately is an automation platform that helps non-techies automate their workflow with ease. With Integrately, you can connect 1050+ apps and automate your entire business stack.

    Integrately provides

    ✅ 24/5 customer support

    ✅ Dedicated automation expert at no additional cost

    ✅ Millions of ready-to-use 1-click automations

    ✅ Advanced data formatting options such as If/Else conditioning

    ✅ A user-friendly interface

    ✅ Powerful automation builder for customizable workflows

    ✅ Easy Onboarding

    It doesn’t end here! The pricing is also a show stopper as it starts at only $19.99. Don’t take our word for it, check out what our customers say🗣️ about us on G2.

    So, why wait? Give traction to your business with Integrately. Take Action Now!

    How To Integrate Teachable With EngageBay CRM

    Step 1: Signup for Integrately (

    Step 2: Select Teachable as your first app and EngageBay CRM as the second one

    App selection page of Integrately

    Step 3: Select 1-click automation 

    1-click automation page of Teachable + EngageBay CRM in Integrately


    Make your own custom automation by selecting a trigger and action

    Custom Automation page of Integrately

    Step 4: Follow the prompts to securely connect your Teachable and EngageBay CRM account with Integrately.


    Securely connect Teachable with Integrately

    EngageBay CRM

    Securely connect EngageBay CRM with Integrately

    Step 5: Then map the required fields, test your automation, and make it live.

    8 Million+ Ready Automations
    For 750+ Apps

    Bottom Line

    Integrating Teachable + EngageBay CRM can boost your online course creation business. This integration can easily become the tool of the titan if used wisely as stated in the blog. Moreover, connecting the two becomes a cakewalk when you have Integrately at your disposal. So, why not give it a try?

    FAQ's about Teachable + EngageBay CRM Integrations

    Does Teachable integrate with EngageBay CRM?

    Yes! Teachable integrates with EngageBay CRM easily using Integrately.

    Can you integrate Teachable with EngageBay CRM for free?

    No! You cannot integrate Teachable with EngageBay CRM for free. However, you can use Integrately to set up the Teachable + EngageBay CRM integration, the pricing of which starts at as low as 19.99$.

    What does EngageBay CRM's integration with Teachable let you do?

    EngageBay CRM’s integration with Techabale lets you create, sell, and manage courses effectively. It also automates your sales, marketing, and customer relationship management processes.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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