Teachable + PipelineDeals Integration

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Teachable + PipelineDeals Integration

Create PipelineDeals person for new Teachable contact

If you are using Teachable, then you may want to also use PipelineDeals to manage your customer relationships. With the help of this automation, whenever you create a contact in Teachable, a corresponding person will be created in PipelineDeals.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Teachable + PipelineDeals Integration

Create PipelineDeals task for new Teachable contact

With the growth of Teachable, many companies are looking for ways to connect their Teachable account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in PipelineDeals every time a contact is created in Teachable.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Teachable + PipelineDeals Integration

Create PipelineDeals task for new Teachable order

If you use Teachable as your bookkeeping software, there's an easy way to create task in PipelineDeals. With the help of this automation, whenever you create a new order in Teachable, a task will automatically be created in PipelineDeals for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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PipelineDeals + Teachable Integration

Create Teachable contact from new PipelineDeals company

If you have created a company in PipelineDeals, it's important to create a contact in Teachable. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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PipelineDeals + Teachable Integration

Create Teachable contact for new PipelineDeals person

In order to keep your accounting and customer records in sync, when you create a person in PipelineDeals, this automation will automatically create a contact in Teachable.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with PipelineDeals and Teachable!
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Teachable + PipelineDeals Integration
1.
  • Teachable
    Enrollment is created in Teachable Instant
  • Teachable
    Sale is created in Teachable Instant
  • Teachable
    User is created in Teachable Instant
  • Teachable
    Student unsubscribes from marketing emails in Teachable Instant
  • Teachable
    Profile is updated in Teachable Instant
  • Teachable
    Course is completed in Teachable Instant
  • Teachable
    Subscription is cancelled in Teachable Instant
  • Teachable
    Transaction is created in Teachable Instant
  • Teachable
    Graded quiz is completed in Teachable Instant
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
2.
  • Teachable
    Enroll user to course in Teachable
  • Teachable
    Create or Update User in Teachable
  • Teachable
    Unenroll user from course in Teachable
  • Teachable
    Search user in Teachable
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
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