Add new Calendly invitees to Pipedrive as deals

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

Writing new Pipedrive deals after a busy day of meetings can take up so much valuable time. Save the day with this automation. Once you've set it up, Zapier will create Pipedrive deals from new Calendly invitees. Your deals are ready for you to take action right away.

How this Calendly-Pipedrive integration works:

1. A new Calendly invitee is created
2. Zapier creates a Pipedrive deal

Apps involved

• Calendly
• Pipedrive

Log your new Calendly event invites to Pipedrive to make sure you keep track of your events the same way you would any other deal. With this Zap, you can do it automatically. Set it up, and whenever someone books a new Calendly appointment with you, Zapier will turn that appointment into a Pipedrive deal.

How this Calendly-Pipedrive integration works

• An invitee schedules an event in Calendly
• Zapier adds a deal to Pipedrive

Apps Needed

• Calendly
• Pipedrive

Keep your Pipedrive CRM updated with details about everyone who books an appointment with your business through Calendly. Instead of manually updating their CRM entry or copying each new client into your CRM, this Zap can do it manually, adding new people or updating existing ones for every appointment. It'll free you up to focus on your appointments.

How this Calendly-Pipedrive integration works

• An invitee schedules an event in Calendly
• Zapier updates that invitee's data in Pipedrive or adds them as a new person to your CRM

Apps Needed

• Calendly
• Pipedrive

When someone sets up a meeting with you, that's just the beginning of the process: You need to create the virtual meeting room, send them a reminder, and create the activity in your CRM. When a lead books an appointment with you in Calendly, Zapier can create a GoToMeeting invite, create a Google Calendar event, and create an activity in Pipedrive, so you don't waste your time setting it all up manually.

How this Calendly-GoToMeeting-Google Calendar-Pipedrive integration works

1. Invitee is created in Calendly
2. Zapier creates a GoToMeeting invite
3. Zapier creates a Google Calendar event
4. Zapier creates an activity in Pipedrive

Apps involved

• Calendly
• GoToMeeting
• Google Calendar
• Pipedrive