When this happens...
CalendlyInvitee Created
Then do this...
PipedriveCreate Activity

It can be embarrassing to forget details of past conversations when speaking to a client or customer! Avoid that situation with this automation. After setting it up, whenever someone books a Calendly meeting with you, Zapier will search Pipedrive for that contact, and add the details of the meeting to their activity. That way, you'll have the context of past meetings on hand.

How this Calendly-Pipedrive integration works

  1. An invitee schedules an event with you in Calendly
  2. Zapier looks for that person in Pipedrive, and adds the event to their record as an activity. You can choose whether to create a new Pipedrive contact if one doesn't already exist.

Apps involved

  • Calendly
  • Pipedrive

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Calendly + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Invitee Canceled

Triggers when an invitee cancels a scheduled event.

Create Person

Creates a new person.

Invitee Created

Triggers when an invitee schedules an event.

Create Deal

Creates a new deal.

New Deal

Triggers when a new deal is created.

Create Activity

Creates a new activity.

Updated Deal

Triggers when an existing deal is updated.

Update Person

Updates an existing person.

New Activity

Triggers when a new activity is created.

Attach File

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

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Become a Zapier Integration Partner

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.

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.