1.Invitee creates a new booking
Integrate Calendly and scheduling tools to detect a new invitee created booking to trigger downstream CRM activity.
Create CRM appointment and owner task from booking
Automatically filter qualifying bookings in Calendly and route meeting types across Zapier. Create CRM activities and match accounts and contacts when invitee created, so you can log scheduled sales calls, assign owners, and preserve meeting context without manual reporting.
How this automation logs your appointments
When a new booking is created, missed activity logging can delay outreach and reporting. This automation filters qualifying meetings, creates matching CRM records, and logs owner-assigned activitiesβso you can keep schedules accurate.
Calendlyor swap with your favorite app
2.Continues for qualifying meetings
Integrate Filter by Zapier and routing rules to gate the flow on qualifying meeting types to trigger record matching.
Filter by Zapieror swap with your favorite app
3.Normalizes booking identifier
Integrate Code by Zapier and data formatting tools to normalize the submitted identifier to standardize organization lookups.
Code by Zapieror swap with your favorite app
4.Searches and creates organization
Integrate Pipedrive and CRM record matching to find an organization by normalized identifier to create when no match exists.
Pipedriveor swap with your favorite app
5.Finds or creates person
Integrate Pipedrive and contact records to match or create a person from booking email and phone to associate to the org.
6.Creates owner-assigned activity
Integrate Pipedrive and CRM activity tracking to create a scheduled sales call activity with due time, owner, and meeting notes.
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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