Teachfloor + 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.
Set up integrationAutomation examples
When a new activity is created in Pipedrive Invite to join your organization course
When a new activity is created in Pipedrive a new user joins a course.
When a new activity is created in Pipedrive a participant completes an entire course.
Why Integrate Teachfloor with Pipedrive
Pipedrive is a sales-focused CRM that helps teams manage leads and deals through visual pipelines. When you connect Pipedrive with Teachfloor via Zapier, you bridge the gap between your sales process and your learning platform. This integration lets course creators and training companies automatically enroll students who move through the sales pipeline, while feeding course completion data back into Pipedrive to track learner progress alongside deal activity.
For organizations that sell courses or use training as part of their sales cycle, this connection eliminates manual data entry and ensures every paying customer gets immediate access to their learning content.
Use Cases
Auto-Enroll New Deals into Courses
When a deal reaches a specific stage in Pipedrive, Zapier triggers the Teachfloor Invite action to automatically send a course invitation to the contact. This ensures new customers receive instant access to onboarding or training courses without your team needing to manually add them.
Update Deal Status on Course Completion
When Teachfloor triggers Course Completed, Zapier updates the corresponding deal or contact in Pipedrive with a note or activity. Your sales team gains visibility into which customers have finished training, helping them time follow-up conversations and upsell opportunities.
Tag Learners Based on Deal Source
When a New Participant joins a course through a Pipedrive-triggered enrollment, use the Teachfloor Assign Tag action to label them by deal source or pipeline stage. This helps instructors segment learners and personalize the course experience based on how they entered the funnel.
FAQ
Do I need technical skills to connect Pipedrive and Teachfloor?
No. The integration works through Zapier, which provides a no-code interface. You simply select triggers and actions from each app and map the fields between them.
Can I enroll contacts from Pipedrive into multiple courses?
Yes. You can create separate Zaps for different pipeline stages, each inviting contacts to a different Teachfloor course based on the deal criteria.
Is the data synced in real time?
Zapier processes triggers in near real time on paid plans, so enrollments and updates typically happen within minutes of a trigger event in Pipedrive.