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Pipedrive + Teachable

Create Pipedrive notes for new Teachable sales to easily track progress

Boost your sales team's efficiency with this seamless workflow between Teachable and Pipedrive. Whenever a new sale occurs in Teachable, a note will be created in Pipedrive to keep your team updated and informed. This automation helps you stay organized and ensures a swift response to each sale, leading to better customer relations and increased revenue.

Boost your sales team's efficiency with this seamless workflow between Teachable and Pipedrive. Whenever a new sale occurs in Teachable, a note will be created in Pipedrive to keep your team updated and informed. This automation helps you stay organized and ensures a swift response to each sale, leading to better customer relations and increased revenue.

  1. When this happens...
    TeachableTeachable
    New Sale

    Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

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

    Abandoned Cart

    Triggers when a user does not complete an order during checkout

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Admission Disabled

    Triggers when an admission in Coaching is disabled.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Email Lead Created

    Triggers when a user has confirmed their email for lead capture.

    Trigger
    Instant
    Try It
  • Teachable triggers, actions, and search

    Course Completed

    Triggers when a user completes 100% of a course.

    Trigger
    Instant
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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teachable logo
teachable logo

About Teachable

Teachable allows you to create and sell online courses without any technical knowledge from your own website.

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