Teachable enrolments tagged in Keap. Refunds handled. Reporting clean.
A proper Teachable to Keap Max Classic (Infusionsoft) integration: every purchase tags the contact, enrolment fires onboarding, refunds remove access, and your sales reports match Teachable to the dollar.
Who this is for.
Course creators and coaches selling on Teachable while running marketing and lifecycle on Keap Max Classic.
- Course businesses where Teachable purchases are not tagging in Keap.
- Businesses whose refund handling is manual and error-prone.
- Anyone whose Teachable revenue does not match Keap pipeline reports.
- Teams running multiple courses who need per-course segmentation in Keap.
What this integration fixes.
Enrolments not tagging
A buyer pays on Teachable, nothing happens in Keap. No onboarding email, no tag, no campaign. I wire the enrolment webhook properly.
Refunds leaving access open
Refunded buyers still receiving lessons. I add refund webhook handling that removes tags and pauses campaigns.
Per-course tagging missing
Every purchase tags the same. I set up per-course tag conventions so segmentation and reporting work.
Free trials not converting
Trial signups going into the void. I capture trial start, trial end, and conversion events into Keap.
Reporting mismatches
Teachable says $40k, Keap says $32k. I reconcile and put guardrails in place so future numbers match.
How I build the Teachable + Keap integration.
Native webhooks first, Zapier only where it adds reliability rather than complexity.
Teachable side
- Enrolment webhooks
- Refund webhooks
- Lecture progress events
- School-level vs course-level tagging
Keap side
- Tag-based segmentation
- Goal advancement
- Campaign triggers
- Custom fields for course metadata
Glue layer
- Native Teachable webhooks
- Keap REST API
- Zapier (where appropriate)
- Make.com (multi-step flows)
What's included
- Discovery of every Teachable course and current Keap setup
- Tag taxonomy for courses, refunds, trials, and completion
- Webhook configuration on both sides
- Onboarding campaign trigger setup in Keap
- Refund handling and access removal logic
- End-to-end testing with live purchases
- Documentation: data flow, tag dictionary, troubleshooting guide
What's not included
- Writing the onboarding email copy
- Building course content inside Teachable
- Custom Teachable theme work
- Replacing Teachable with another LMS (see LMS & Courses)
Recent Teachable + Keap work.
Multi-course academy with per-course tagging
Eight courses, one tag convention, clean per-course reporting and segmentation.
Free trial to paid conversion tracking
Trial start, trial end, conversion, and churn events all flowing into Keap campaigns.
Refund automation with access removal
Refunds in Teachable instantly remove course access tags in Keap and pause active campaigns.
Related case studies.
Common questions
Teachable + Keap Integration FAQ
Connect Teachable to Keap, properly.
Tell me how many courses you sell and what's currently broken: I'll scope the integration on a call.
Contact Me