Calendly + Pipedrive

Record new Calendly events as contact activities in Pipedrive

It can be embarrassing to forget details of past conversations when speaking to a client. Avoid that situation with this integration. Whenever someone books a Calendly meeting with you, this Zap will search Pipedrive for that contact, and automatically add the details of the meeting to their activity. That way, you'll have the context of past meetings on hand without any manual searching!

It can be embarrassing to forget details of past conversations when speaking to a client. Avoid that situation with this integration. Whenever someone books a Calendly meeting with you, this Zap will search Pipedrive for that contact, and automatically add the details of the meeting to their activity. That way, you'll have the context of past meetings on hand without any manual searching!

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this...
    PipedrivePipedrive
    Find Person

    Triggers when a new person is created.

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • SearchRequired

    Action
    Search
    • Webhook subscription scopeRequired

    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
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
calendly logo
calendly logo

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 moreHelp

Related categories

  • Scheduling & Booking
pipedrive logo
pipedrive logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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