Integrating HubSpot CRM with Teachable Using Pabbly Connect

Learn how to automate the integration of HubSpot CRM and Teachable using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating HubSpot CRM and Teachable, first visit the Pabbly Connect website. You can sign up for a new account or log in if you are an existing user. New users get 100 free tasks to explore the platform.

After logging in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow appropriately, such as ‘Nourish to Teachable to HubSpot’.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect to activate the workflow. Select ‘Nourish’ as your trigger application and choose the event ‘Course Purchased’. This will ensure that the workflow starts whenever a new course is purchased.

• Select ‘Nourish’ as the trigger application.
• Choose the event ‘Course Purchased’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Nourish account settings and navigate to the Integrations section. Click on the Pabbly Connect tab and paste the webhook URL. After pasting, click on ‘Test and Save’ to ensure the connection is established.

3. Testing the Trigger by Purchasing a Course

After setting up the trigger in Pabbly Connect, it’s time to test it. Purchase a course from Nourish to generate a test submission. This action will send the necessary data back to Pabbly Connect.

For the test, fill in dummy details such as a name, email, and phone number. Complete the purchase process to trigger the webhook. Once the purchase is successful, return to Pabbly Connect to check if the trigger received the data correctly.

4. Creating a User in Teachable Using Pabbly Connect

Now that we have the trigger set, we will create a new user in Teachable. Select ‘Teachable’ as the action application in Pabbly Connect and choose the action event ‘Create New User’. Connect your Teachable account by entering the required credentials.

• Enter your Teachable account email and password.
• Provide your Teachable subdomain found in the admin section.
• Map the email and name fields from the Nourish response.

Click on ‘Save and Send Test Request’ to create the user. Verify in your Teachable account to confirm that the new user has been created successfully.

5. Creating a Contact in HubSpot CRM

In this final step, we will create a new contact in HubSpot CRM using the same details. Select ‘HubSpot CRM’ as the action application in Pabbly Connect and choose the action event ‘Create a Contact’. Connect your HubSpot account to Pabbly Connect.

Map the necessary fields such as email, first name, and last name. If the name is not separated, use the text formatter in Pabbly Connect to split the name into first and last names. Click on ‘Save and Send Test Request’ to create the contact.

After completing this step, check your HubSpot account to ensure that the new contact has been created with the correct details, confirming that your integration is successful.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of HubSpot CRM and Teachable. By following the steps outlined, you can efficiently create users and contacts automatically whenever a new course is purchased. This powerful feature enhances productivity and streamlines your workflow.