The systems behind a growing leadership program.

Pipedrive and n8n connect cohort rosters, diagnostics, participant tracking, and reminders.

The challenge

Running a cohort means keeping participant records, diagnostic requests, responses, and follow-up in sync without relying on repeated manual checks.

What we built

A Pipedrive pilot CRM connected to n8n on Railway, with roster imports, scheduled diagnostic workflows, response matching, reminder logging, and program reporting. Error notifications and scheduling controls support ongoing maintenance.

Verified delivery milestones

The September 10, 2026 project record confirms a 24-participant cohort import with zero skipped. A September 19 recovery and verification recorded 21 completed participant records, 21 unique reporting rows, and four reminder log entries. These are dated workflow outcomes, not claims about participant learning or revenue.

The transformation

Participant status and follow-up became part of a shared workflow instead of separate manual lists. Later reporting milestones still required validation; the case does not treat future reports as delivered results.

Start with your business

Bring the service.
We’ll look at the marketing.

Tell us what you sell, who buys it, and what keeps slipping. We’ll work out whether Back Office or a focused project fits.

Book a marketing call