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LearnUpon + Pipedrive

Create new LearnUpon portal invites from new Pipedrive activities

Efficiently manage your sales leads and training by connecting Pipedrive and LearnUpon with this automation. Whenever a new activity is detected in Pipedrive, a portal invite will be created in LearnUpon, streamlining your onboarding process and ensuring your contacts have access to the necessary training materials. Simplify your sales and training workflow, and never miss an opportunity to engage your leads with the right resources.

Efficiently manage your sales leads and training by connecting Pipedrive and LearnUpon with this automation. Whenever a new activity is detected in Pipedrive, a portal invite will be created in LearnUpon, streamlining your onboarding process and ensuring your contacts have access to the necessary training materials. Simplify your sales and training workflow, and never miss an opportunity to engage your leads with the right resources.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    LearnUponLearnUpon
    Create a New Portal Invite

    You can use this action to invite users to your portal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
learnupon logo
learnupon logo

About LearnUpon

LearnUpon is an enterprise learning management system (LMS) that fuels business’s employee, partner, and customer success through training.
Learn more

Related categories

  • Online Courses
pipedrive logo

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