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GoToTraining + Pipedrive Integrations

Appy Pie Connect allows you to automate multiple workflows between GoToTraining and Pipedrive

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About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best ways to Integrate GoToTraining + Pipedrive

  • GoToTraining Pipedrive

    GoToTraining + Pipedrive

    Create Person to Pipedrive from New Training in GoToTraining Read More...
    Close
    When this happens...
    GoToTraining New Training
     
    Then do this...
    Pipedrive Create Person
  • GoToTraining Pipedrive

    GoToTraining + Pipedrive

    Create Deal to Pipedrive from New Training in GoToTraining Read More...
    Close
    When this happens...
    GoToTraining New Training
     
    Then do this...
    Pipedrive Create Deal
  • GoToTraining Pipedrive

    GoToTraining + Pipedrive

    Create Activity to Pipedrive from New Training in GoToTraining Read More...
    Close
    When this happens...
    GoToTraining New Training
     
    Then do this...
    Pipedrive Create Activity
  • GoToTraining Pipedrive

    GoToTraining + Pipedrive

    Update Person in Pipedrive when New Training is created in GoToTraining Read More...
    Close
    When this happens...
    GoToTraining New Training
     
    Then do this...
    Pipedrive Update Person
  • GoToTraining Pipedrive

    GoToTraining + Pipedrive

    Create Note to Pipedrive from New Training in GoToTraining Read More...
    Close
    When this happens...
    GoToTraining New Training
     
    Then do this...
    Pipedrive Create Note
  • GoToTraining {{item.actionAppName}}

    GoToTraining + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect GoToTraining + Pipedrive in easier way

It's easy to connect GoToTraining + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How GoToTraining & Pipedrive Integrations Work

  1. Step 1: Choose GoToTraining as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from GoToTraining to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of GoToTraining and Pipedrive

GoToTraining is a software that provides an easy, flexible and cost effective way of keeping employees up to date on training required for their job. It is a web based course management software that can be used by both instructor and students. The spution is easily accessible from anywhere using any device with internet access.Pipedrive is a sales management software that helps sales people to manage their leads and contacts in one place. The software is used by over 10,000 paying customers in over 160 countries. It is marketed as a simple way to track sales leads and manage the entire sales cycle from first contact to the close.

GoToTraining and Pipedrive have been integrated in order to make training management easier both for trainers and learners. The integration allows for creating events on GoToTraining from within Pipedrive and vice versa. This means that the user can create an event in GoToTraining from within the Pipedrive dashboard with a click of a button. This will save the user time as they do not have to go to GoToTraining’s website to create the event separately. Both events are synchronized immediately in real time, so if the user adds new attendees or changes any other details, those changes will also be automatically reflected in the other system.

Another feature of this integration is the ability to sync contacts and leads from Pipedrive to GoToTraining, and then back again into Pipedrive as attendees of the event created. This way it makes it easier for the user to create events from within their existing customer base in Pipedrive without having to add them manually to the event created on GoToTraining.

Another benefit of the integration is automating fplow up emails after the event has occurred. If the user creates an event on GoToTraining, the integration will automatically send a confirmation email to all attendees of the event created on GoToTraining. This feature comes in handy when creating recurring events such as weekly meetings or any type of training sessions where all attendees are expected to confirm attendance on a regular basis. Since this confirmation email is sent automatically, it saves users time and effort that would otherwise have had to be spent on manually sending out confirmation emails after each event.

Another benefit of using this integration is that all users are able to see all events created via both systems regardless of which system they were created in. This means that even if a user decides to use GoToTraining for certain events and Pipedrive for others, they will still be able to see all events created in either system in one single place. This makes it easy for users to organize all events in one place, regardless of whether they were created directly on either system or via integration between them.

Both systems have advantages when used independently, but when integrated together they provide even more benefits for sales people who use both systems regularly. When using both systems together, it becomes possible to keep a record of past events on GoToTraining and update records of customer interactions on Pipedrive that took place at those events. The synchronization between both systems ensures that there is no need to duplicate past information, making sure that both systems are always kept up to date with current data. In addition, there is no need for sales people to waste time trying to keep both systems synchronized with each other manually, once the integration is set up it will be done automatically making sure all data is kept up to date without any extra effort on behalf of the user.

The process to integrate GoToTraining and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.