Pipedrive + Teachable
Create notes in Pipedrive for new Teachable transactions
Save time and stay organized with this efficient workflow that connects Teachable and Pipedrive. When a new transaction occurs in Teachable, a note will be automatically created in Pipedrive, ensuring your sales process stays up-to-date and organized. No more manual data entry, so you can focus on growing your business and nurturing your customer relationships.
Save time and stay organized with this efficient workflow that connects Teachable and Pipedrive. When a new transaction occurs in Teachable, a note will be automatically created in Pipedrive, ensuring your sales process stays up-to-date and organized. No more manual data entry, so you can focus on growing your business and nurturing your customer relationships.
- When this happens...New Transaction
Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).
For a subscription or a payment plan, there is a new transaction created for every single payment.
- automatically do this!Create Note
Creates a new note.
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
Try It
New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
Try It
