Calendly + Pipedrive + Formatter by Zapier + Utopian Labs

Get detailed research reports for new Calendly bookings using Utopian Labs and add them as notes in Pipedrive

With this Zap active, you can automatically create a detailed research report using the Utopian Labs R1 research agent for every Calendly event that is booked. After the report is finished, it will be added as a note in Pipedrive, keeping your CRM up to date without the need for manual data entry chores.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Research a Lead
Performs research on a lead
ActionWrite
then do this...
Find Person
Triggers when a new person is created.
ActionSearch
then do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- SearchRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- AgentRequired
- Sender Full Name
- LanguageRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Sender Full Name
- LanguageRequired
- How many emails do you want to write?Required
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- Activity filterRequired
Trigger
Polling
Try It
- FilterRequired
- Deal status
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Enable product
- Tax Method
- Tax Percentage
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Copy Null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Field to Search ByRequired
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search type
- Name
- Emails
- Phones
Action
Search or write
- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUIDRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Classification name 1Required
- Classification description 1
- Classification name 2Required
- Classification description 2
- Classification name 3
- Classification description 3
- Classification name 4
- Classification description 4
- Classification name 5
- Classification description 5
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
- AgentRequired
- Lead Company WebsiteRequired
- Lead Company Name
- Lead Company Description
- Lead Full Name
- Lead Business Email Address
- Lead LinkedIn Profile URL
- Lead Job Title
- Max Research Steps
- Context
- Use Memory
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- FilterRequired
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Polling
Try It
- PersonRequired
- LabelRequired
Action
Write
- Product IdRequired
- Product Variation IdRequired
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- Name
- Emails
- Phones
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time Use combined date and time field
- Duration
- Free or busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- Copy Null
- PersonRequired
- Name
- Emails
- Phones
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
- Search termRequired
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Related categories

About Utopian Labs

Utopian Labs is a Research Lab specializing in sales. We build AI agents and models that you can use directly in your current sales process.

Related categories

Sales & CRM

Calendly + Pipedrive + Formatter by Zapier + Utopian Labs

Get detailed research reports for new Calendly bookings using Utopian Labs and add them as notes in Pipedrive

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Mark Invitee as No Show

Find User

Numbers

Utilities

Write an Email

Research a Lead

Write a Sequence of Emails

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Deleted Person

New Project

Updated Deal

Updated Person

Add Product to Deal

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Deal

Update Organization

Update Product

Update Task

Find Activity

Find deals associated with a person

Find Lead

Retrieve Note

Find Organization

Find Product(s)

Find Project(s)

Find User

Find or Create Deal

Find or Create Lead

Find or Create Person

Find or Create Project

Invitee Canceled

Invitee No Show Created

Cancel an Event

Cancel Scheduled Event

Find Event

Date / Time

Text

Categorize a Lead

Qualify a Lead

Trigger a Timing Run

New Activity

New Deal

New Lead

New Organization

New Person

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Label to Person

Add Product Variation

Create Deal

Add Follower

Create Note

Create Person

Create Project

Update Activity

Update Lead

Update Person

Update Project

API Request (Beta)

Find Deal

Find Deals Associated with a Person

Find Multiple Leads

Find Notes

Find Person