Record new Calendly events as contact activities in Pipedrive

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
Record new Calendly events as contact activities in Pipedrive
Calendly integration logo

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 integration logo

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.

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