1.Monitor invitee created
Integrate Calendly and booking filters to capture invitee details for qualifying session types.
Create CRM deal and send welcome pack email
Automatically capture Calendly invitee created details across Calendly and CRM tools. Send welcome emails when qualifying session types are bookedβso you can create contacts, update deals, and create tasks without manual CRM data entry.
How this automation accelerates CRM setup for booked sessions
When new invitees book sessions, delays can leave reps without context and prospects without prep materials. This automation captures booking details in Calendly and creates or updates contacts, deals, and tasks in Pipedrive while sending welcome pack emailsβso your team can follow up instantly.
Calendlyor swap with your favorite app
2.Search or create person
Integrate Pipedrive and CRM matching tools to search by email and create a person when no match exists.
Pipedriveor swap with your favorite app
3.Create or update deal
Integrate Pipedrive and pipeline settings to create or update the deal and set the booked stage and owner.
4.Create activity task
Integrate Pipedrive and task scheduling tools to create a rep prep activity with due time and booking notes.
5.Format email fields
Integrate Formatter by Zapier and data formatting tools to extract meeting link and format the welcome email date.
Formatter by Zapieror swap with your favorite app
6.Send welcome pack email
Integrate Gmail and email templates to send a personalized welcome pack and BCC a configured internal address.
Gmailor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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.
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