Automate Teachable Course Enrollment with Hubspot Workflows

Connecting Teachable with Hubspot workflows lets you automatically enroll contacts in courses, keep enrollment data up to date, and streamline your onboarding or education programs without manual data entry.

This guide walks you through how to use the Teachable workflow extension to send enrollment data from Hubspot to Teachable and keep records synchronized.

What You Need Before Connecting Hubspot and Teachable

Before building your automation, make sure a few requirements are in place so the integration runs smoothly.

• An active Teachable account with at least one published course.
• Access to workflows in your Hubspot account.
• Permission to install and configure workflow extensions.
• Teachable school URL and API credentials, if required during setup.

Having these ready will help you configure the connection without interruptions.

Install and Configure the Teachable Extension in Hubspot

The first step is adding the Teachable workflow extension to your Hubspot tools so you can trigger enrollment actions directly from a workflow.

Step 1: Open Your Hubspot Workflows Tool

1. In your account, navigate to Automation > Workflows.
2. Choose an existing workflow or create a new contact-based workflow that will be used for enrollments.
3. Set up your enrollment triggers (for example, form submissions, lifecycle stages, or deal properties) that determine who should be enrolled in a Teachable course.

Step 2: Add the Teachable Extension Action

1. Within the workflow editor, click the plus icon (+) to add a new action.
2. In the actions panel, locate the Teachable extension. If this is your first time, you may be prompted to connect Teachable.
3. Select the action that corresponds to enrolling a contact into a Teachable course.

If any connection or authorization screens appear, follow the prompts to authenticate your Teachable account and approve access from Hubspot.

Configure Hubspot to Send Enrollment Data to Teachable

Once the extension is added, you must map your contact data from Hubspot to the fields Teachable requires for course enrollment.

Step 3: Map Required Enrollment Fields

In the Teachable workflow action, configure the following details:

• Course selection: Choose the specific Teachable course the contact should be enrolled in.
• Contact matching: Map Hubspot contact fields such as email, first name, and last name to the corresponding fields in Teachable.
• Enrollment options: If supported, define whether the student should be granted immediate access or scheduled access.

Be sure the email address in Hubspot matches the email that should appear in Teachable. This is typically the primary identifier Teachable uses to create or match a student record.

Step 4: Add Conditions and Branches Inside Hubspot

Use workflow branches to fine-tune who gets enrolled and when:

• Add if/then branches to check contact properties such as subscription status or purchase details.
• Use delays if you want to wait before sending the enrollment to Teachable, for example after a trial period.
• Include re-enrollment rules if contacts might sign up for multiple Teachable courses through different workflows in Hubspot.

This structure ensures only qualified contacts are sent to Teachable and that your learning programs follow clear rules.

Test Your Hubspot and Teachable Automation

Before activating the automation for all contacts, run a controlled test to make sure Teachable enrollments behave as expected.

Step 5: Enroll a Test Contact in Hubspot

1. Create or identify a test contact in your database.
2. Manually enroll the test contact into the workflow, or trigger the workflow condition (such as submitting a test form).
3. Let the workflow run until it reaches the Teachable enrollment action.

After the workflow completes, open your Teachable admin area and confirm that the test contact was added as a student and enrolled in the correct course.

Step 6: Troubleshoot Common Issues

If the enrollment does not appear in Teachable, check:

• That the correct course was selected in the Hubspot action.
• That the email field is correctly mapped and not blank.
• That the contact actually reached the Teachable step in the workflow (review the workflow history).
• Any error messages shown in the extension logs or workflow action details.

Fix any property mapping issues and repeat the test until the enrollment is successful.

Go Live with Your Hubspot–Teachable Workflow

Once testing is complete, you can safely turn on the workflow and let Hubspot handle enrollments for real contacts.

Step 7: Activate the Workflow

1. In the workflow editor, switch the workflow from Off to On.
2. Confirm your enrollment criteria are accurate so existing or new contacts are added correctly.
3. Monitor performance after activation by reviewing workflow metrics and Teachable course enrollment counts.

As more students are enrolled, you will see how well your automation is working and where you may want to refine branching logic or timing.

Best Practices for Managing Hubspot–Teachable Data

To keep your system organized and reliable, follow a few ongoing practices when using Teachable with Hubspot automation.

• Standardize contact fields: Use consistent naming conventions for any custom properties related to course access, completion status, or learning paths.
• Segment contacts: Build lists in Hubspot for students by course, enrollment date, or lifecycle stage so you can send targeted follow-up emails.
• Audit workflows regularly: Periodically check that Teachable courses, mappings, and enrollment rules still match your current training catalog.
• Log course events: When possible, store key enrollment or completion information in Hubspot properties to inform sales and service teams.

Learn More About Using Hubspot with Teachable

To understand all available options and any updates to the integration, review the official documentation for enrolling contacts in Teachable courses using workflows at this support article.

If you want strategic guidance on building more advanced automation, optimization, and reporting around Hubspot, you can explore consulting resources at Consultevo, which specializes in CRM and marketing automation solutions.

By combining Teachable with Hubspot workflows, you can automatically enroll learners, deliver timely content, and keep your course operations running with minimal manual work.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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