1.Captures invitee and meeting data
Integrate Calendly and mapping fields to capture invitee name, email, responses, and scheduled meeting time.
Create CRM lead when a prospect books a call
Automatically capture call booking details across Calendly and CRM apps. Create and update contacts and leads when invitee created, RSVP answers submitted, or meeting time scheduledβso you can create lead records, log meeting notes, and notify owners without manual follow-up.
How this automation creates booked call leads
When a client books a call, delays can leave leads unassigned and context scattered. This automation captures invitee details, finds matching contacts, creates or updates Pipedrive records, and sends owner notificationsβso your team can follow up the same day.
Calendlyor swap with your favorite app
2.Finds contact record by email
Integrate Zapier Tables and contact databases to find a matching record by invitee email and map match status.
Zapier Tablesor swap with your favorite app
3.Searches person by email
Integrate Pipedrive and CRM search to locate an existing person record using invitee email for field comparison.
Pipedriveor swap with your favorite app
4.Creates person and lead for no match
Integrate Pipedrive and lead pipelines to create a person and lead, set booked call stage, and assign an owner.
5.Creates meeting note on match
Integrate Pipedrive and notes tools to create a note with meeting time and mapped RSVP responses for the matched person.
6.Sends owner notification email
Integrate Gmail and email notifications to send a concise message to owners with name, email, and meeting time.
Gmailor swap with your favorite app
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