1.Invitee created from booking
Integrate Calendly and scheduling workflows to capture invitee details and start follow-up automation.
Create CRM deal from new demo booking and schedule follow-up
Automatically monitor demo booking submissions across Calendly and pass invitee details into Pipedrive. Create and update CRM records and schedule follow-ups when invitee created, scheduling time submitted, or booking context changesβso you can build deals faster, assign owners, and keep pipeline tracking without manual CRM data entry.
How this automation creates complete CRM deals
When demo booking invitees arrive, delays can leave reps without the right contacts, accounts, and next steps. This automation uses Calendly to trigger workflows, then finds or creates people and organizations, runs phone-region logic, and creates deals and scheduled follow-up activitiesβso your team can act immediately.
Calendlyor swap with your favorite app
2.Find or create person
Integrate Pipedrive and CRM contact matching to search by email and create a person when no match is found.
Pipedriveor swap with your favorite app
3.Find or create organization
Integrate Pipedrive and CRM account data to search by organization hint and create an organization when not found.
4.Run phone region logic
Integrate Code by Zapier and workflow rules to extract calling code and return a pipeline selector.
Code by Zapieror swap with your favorite app
5.Create deal and activity
Integrate Pipedrive and CRM workflow scheduling to create a deal in the selected pipeline and schedule the follow-up activity.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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!)
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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