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.

  1. When this happens...
    TeachableTeachable
    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.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

  • Teachable triggers, actions, and search

    New Admission

    Triggers when a new admission record is created.

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

    New Comment

    Triggers when a user leaves a comment in your school.

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

    New 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).

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

    Lecture Completed

    Triggers whenever a user completes a lecture on your school.

    Trigger
    Instant
    Try It
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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 more

Related categories

  • CRM (Customer Relationship Management)

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teachable logo

About Teachable

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

Related categories

  • Online Courses

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