1.Detects invitee created
Integrate Calendly and scheduling fields to capture new booking details for your contact and deal setup.
Create CRM deal and task from new booking
Automatically capture scheduled bookings across Calendly and routing data across Airtable and Pipedrive. Create and update sales records when invitees are created, contacts match or deals qualifyβso you can assign owners, build deals, and schedule activities without manual follow-up.
How this automation creates complete sales contacts
When a scheduled booking comes in, missing or unassigned records can delay outreach and leave deals untracked. This automation captures booking details, looks up or creates the person and deal, and schedules the right appointment activityβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Finds owner record
Integrate Airtable and data lookup tables to find the matching owner by email and return routing info.
Airtableor swap with your favorite app
3.Formats local start time
Integrate Formatter by Zapier and date-time tools to convert scheduled start into your local display format.
Formatter by Zapieror swap with your favorite app
4.Finds or creates person
Integrate Pipedrive and CRM records to search by email, then update fields or create a new contact.
Pipedriveor swap with your favorite app
5.Updates or creates deal
Integrate Pipedrive and deal tracking to search deals by person, then update the stage or create a new one.
6.Creates appointment activity
Integrate Pipedrive and task management to create an appointment activity with the formatted start as the due date.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
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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
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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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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