Pipedrive Trainly

Pipedrive + Trainly Integrations

Put Pipedrive + Trainly to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Pipedrive and Trainly below — describe the exact one you want above and the Agent builds it on demand.

Pipedrive + Trainly When a new training is created in Trainly, update deal stages or activity records in Pipedrive.
Enroll new customers upon deal close When a deal stage changes to won in Pipedrive, automatically activate the user and enroll the student in their designated onboarding course in Trainly. See details
Log completed training in customer CRM When a course is completed in Trainly, automatically update the contact profile in Pipedrive to give account managers full visibility into client learning progress. See details
Create sales leads from user registrations When a new user registers in Trainly, automatically create or update a contact in Pipedrive to kick off prospect nurture workflows. See details

Browse the full workflow library →

Looking to achieve something else with Pipedrive and Trainly?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Pipedrive and Trainly

Everything Pipedrive and Trainly can do inside a workflow — the triggers that start one and the actions that run when it fires.

Pipedrive Explore Pipedrive →

Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.

Triggers
Activity Matching Filter

Triggers when an activity newly matches a Pipedrive filter for the first time.

New Activity

Triggers when a new activity is created.

Deal Matching Filter

Triggers when a deal newly matches a Pipedrive filter for the first time.

New Deal

Triggers when a new deal is created.

New Lead

Triggers when a lead is created.

New Comments in Notes

Triggers when a new comment is added to a note.

Actions
Add Discount to Deal

Adds a discount to an existing deal.

Add Label to Person

Adds an existing label to an existing person.

Add Product to Deal

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Add Product Variation

Add product variation to a product.

Create Activity

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Create Deal

Creates a new deal.

Trainly Explore Trainly →

Trainly is an online course platform that enables creators and organizations to build, publish, and host digital training courses.

Triggers
All Training Done

Triggers when an employee completes all of their training

State Training Complete

Triggers when an employee completes a state training.

State Training Created

Triggers when a new state training is created.

State Training Near

Triggers when a training is due between 1 and 30 days.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Pipedrive + Trainly

Is there a pre-built Pipedrive + Trainly automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipedrive and Trainly's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Pipedrive or Trainly connector?

No. The Agent works whether or not Pipedrive or Trainly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Trainly and Pipedrive streamline customer onboarding?

Winning a deal in Pipedrive can automatically register new users and enroll students in Trainly, giving clients instant access to training.

Can student progress in Trainly be tracked inside Pipedrive?

Yes, when a student completes a course in Trainly, the completion and badge issuance can be logged in Pipedrive on their contact record.

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