For marketing leaders

Turn what your company already knows into pipeline your CRM can see.

Point an AI agent at a folder of documentation, a quarter of recorded sales calls, or the SOPs somebody wrote last year, and it assembles a complete course: lessons, quizzes, embedded media. Every enrollment, lesson view and completion then lands on the contact record your team already works from.

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Start a seven-day free trial. No card, and every feature is on.

Your product moves faster than your training does.

Every release widens the gap between what the product can do and what customers know it can do. Most companies have no system that keeps training current at the pace they ship.

  • Onboarding goes stale

    The walkthrough recorded two quarters ago teaches a screen that no longer exists, and rewriting it is nobody's job this month.

  • The same tickets, again

    Support answers the same question every week because the answer lives in a deck nobody outside that one call ever saw.

  • Expansion stalls

    A customer who never learned the second half of the product has no reason to buy more of it, and nothing in the CRM tells you which customers those are.

Agent-first

A course in the time it takes to read one.

Peerfold ships with an MCP server, the open standard that lets AI assistants like Claude work inside other software. Connect the assistant your team already uses and hand it the material you already have.

How it goes

  1. 1Point the agent at a documentation folder, a help center export, or a quarter of recorded sales calls.
  2. 2It pulls out the material that matters and assembles a course: lessons, quizzes, embedded video, a final exam.
  3. 3You read it over and press publish. Nothing goes live on its own, and every write the agent made is in the audit log.
  • Works with Claude, ChatGPT, or any MCP-compatible assistant
  • Or use the built-in builder: paste your source material, approve the outline
  • Publishing is always a person's decision, never a side effect

Training activity is CRM data, so marketing can act on it.

Not a bolted-on integration and not a nightly export. The records land where your team already works, in the shape the CRM already understands.

01

On the record

Course activity where your team already works

  • Every event on the contact

    Enrollments, lesson views, quiz scores and completions write to HubSpot automatically and land on the contact record. No middleware, no manual exports.

  • Course records, not custom fields

    Each enrollment becomes a course record associated with the contact, carrying status, percent complete, exam scores, certificates and earned credits.

  • Timeline notes on milestones

    Completions and other milestones post to the record's timeline, so the history reads in the CRM rather than in a spreadsheet somebody has to open.

  • Sync you can watch

    A live console shows every outbound write, retries on its own, heals itself when a CRM record is deleted, and raises a flag when something needs a person.

02

Workflows and segments

Training activity as an automation trigger

  • Course progress fires workflows

    The lists, reports and workflows your team already runs can fire on training activity, with no integration work between them and the academy.

  • Lists enroll and revoke

    List and segment rules enroll customers as deals move and remove them when they leave, so nobody keeps a roster by hand.

  • Attribution reporting

    Completions feed the same attribution reporting the rest of your campaigns do, because they are CRM data like everything else you report on.

  • Lead-gen mode

    Flip any course into a lead magnet: the course page becomes the form, signups land with attribution, and the learner is enrolled the moment they verify.

03

Your stack

HubSpot-native, and not only HubSpot

  • HubSpot first

    Built by a HubSpot solutions partner of thirteen years, writing the same CRM records our LMS for HubSpot has written since 2020.

  • Salesforce and Day.ai

    The same learning signals mirror onto Salesforce objects and onto Day.ai people and organizations, alongside HubSpot rather than instead of it.

  • Zapier and webhooksProfessional+

    A twenty-three-event signed webhook catalog, plus Zapier triggers, actions and searches for the rest of the stack.

  • Your domain, your name

    A fully branded learner portal on your own domain, with login codes, reminders and receipts sent from your own address.

What it looks like in practice

A revenue team turns onboarding into pipeline attribution

For example

  1. 1The team publishes a four-lesson onboarding course and runs it in lead-generation mode from the resource hub.
  2. 2Every signup arrives as a contact with the source attached, and each lesson viewed writes to that contact as it happens.
  3. 3A workflow moves anyone who finishes into the nurture list, and the pipeline report finally has a row for education.

The payoff: The strongest buying signal a company has, what somebody is learning, stops being invisible.

Put learning on the record this week.

Your brand on the portal, your CRM on the record, and an agent that can draft the first course before your next standup.

Book a demoSee every feature
  • Native CRM sync on every plan
  • Lead-gen mode on any course
  • Seven-day free trial, no card