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!
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Find Person
Triggers when a new person is created.
- then do this!Create Activity
Creates a new activity.
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