Automate Teachable Sales to Google Sheets with Pabbly Connect

Learn how to automate saving new Teachable sales to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Teachable to Google Sheets Integration

To start the integration process between Teachable and Google Sheets using Pabbly Connect, first, visit the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account which allows you to get started with 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Teachable to Google Sheets Automation’. After naming it, click the ‘Create’ button to proceed to the workflow page where you will set up the trigger and action for your integration.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger in Pabbly Connect to capture new sales from Teachable. Under the ‘Choose App’ section, search for and select ‘Teachable’. The trigger event you want to select is ‘New Sale’, which captures when a user enrolls in a course.

• Search for ‘Teachable’ and select it.
• Choose the trigger event as ‘New Sale’.
• Copy the generated webhook URL for connecting with Teachable.

Next, navigate to your Teachable dashboard. Go to the settings, find the ‘Webhooks’ tab, and click ‘Add Webhook’. Paste the webhook URL from Pabbly Connect and toggle the webhook payload setting to ON. Select the event ‘New Sale’ to ensure that sales data is sent to your Pabbly workflow.

3. Testing the Trigger with a Demo Purchase

After setting up the webhook, it’s time to test the trigger by making a demo purchase. Open the course selling page in an incognito window and sign up for the free course you created. Fill in the required details and complete the signup process.

Once the purchase is completed, return to your Pabbly Connect workflow. You should see that the data from the new sale is captured in the response section. This data will include the course name, purchase date, and student information, which will be essential for the next step of the integration.

4. Setting Up the Action to Add Data to Google Sheets

Now, you will configure the action in Pabbly Connect to add the captured sales data into Google Sheets. Choose ‘Google Sheets’ as the action application and select the action event as ‘Add New Row’. This will enable you to automatically add a new row in your designated spreadsheet for each new sale.

• Connect to your Google account that has access to the relevant Google Sheets.
• Select the spreadsheet where you want to save the data.
• Map the fields: Name, Email, Course, and Amount based on the data captured from Teachable.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test entry to your Google Sheets, confirming that the integration is working correctly. You can check your Google Sheets to verify that the new row has been added with the correct details.

5. Finalizing the Automation and Monitoring

Your integration between Teachable and Google Sheets via Pabbly Connect is now complete! This automation will run in the background, automatically adding new sales data to your Google Sheets whenever a student enrolls in your course.

You can monitor the performance of your automation from the Pabbly Connect dashboard. Remember, you only need to set this up once, and it will continue to work seamlessly, allowing you to focus on other important tasks while keeping track of your sales effortlessly.

Conclusion

In this tutorial, we demonstrated how to automate saving new Teachable sales to Google Sheets using Pabbly Connect. This integration streamlines your sales tracking process, allowing you to focus on delivering quality content to your students.