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Set up your first integration
Quickly connect Calendly to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Add Label to Person" in Pipedrive.
You’re connected!
Zapier seamlessly connects Calendly and Pipedrive, automating your workflow.
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Frequently Asked Questions about Calendly + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Pipedrive
How do I integrate Calendly with Pipedrive?
To integrate Calendly with Pipedrive, you can use our platform to create a Zap that connects the two applications. Set Calendly as the trigger app to push data into Pipedrive whenever a new event is scheduled.
Can I automatically create a deal in Pipedrive when a Calendly meeting is booked?
Yes, you can set up an integration where booking a meeting in Calendly triggers the creation of a new deal in Pipedrive. This can be configured using our automation tools.
Is it possible to update an existing contact in Pipedrive when they schedule a meeting via Calendly?
Indeed, you can update an existing contact's details in Pipedrive upon scheduling a meeting in Calendly. Use this specific setup if your objective is to keep contact information current.
What types of data can be transferred from Calendly to Pipedrive?
We facilitate the transfer of participant information like names and email addresses from Calendly into your Pipedrive contacts, adding notes or creating activities related to scheduled events.
Can I assign tasks in Pipedrive automatically based on Calendly bookings?
Absolutely, you can configure tasks in Pipedrive to be automatically assigned whenever appointments are scheduled through Calendly. This helps ensure timely follow-ups and organized task management.
Do changes in meeting details on Calendly reflect automatically on linked items in Pipedrive?
Yes, changes made to meeting details on Calendly can automatically update relevant fields within linked items in your Pipedrive account. Set this through our integration settings for seamless updates.
How do I customize which event types from Calendly create new records or actions in Pipedrive?
You have the flexibility to choose specific event types from Calendly that will trigger record creation or updates in Pipedrive. Simply configure these options while setting up your integration through us.
Practical ways you can use Calendly and Pipedrive
Streamline clients payment tracking
Automate payment tracking to ensure effortless invoicing, receipts, and overdue follow-ups to maintain smooth cash flow.
Business OwnerAutomate campaign performance analytics
Implement systems that gather campaign data, analyze performance, and create actionable insights to refine strategies.
Marketing & Marketing OpsAutomate lead scoring process
Deploy an automated solution to analyze leads and rank them based on likely customer conversion rates, ensuring sales reps focus on high-value opportunities.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
ActionWrite
