1.Watch invitee created bookings
Integrate Calendly, scheduling data, and form answers to capture invitee payloads as source of truth for intake.
Create person, company, deal, and meeting from booking
Automatically detect invitee created bookings across Calendly, Webhooks by Zapier, Pipedrive, and Gmail. Create and update when booking answers map to pipeline and stage so you can create person records, launch deals, and schedule meetings without manual CRM data entry.
How this automation accelerates your CRM intake
When bookings arrive with missing tracking mapping, CRM fields stay incomplete and follow-up slows down. This automation uses Calendly and Webhooks by Zapier to map pipeline and stage, then creates Pipedrive records and sends Gmail alertsβso your team can complete intake fast.
Calendlyor swap with your favorite app
2.Fetch mapping values for pipeline
Integrate Webhooks by Zapier and mapping endpoints to retrieve pipeline and stage values to set deal selections.
Webhooks by Zapieror swap with your favorite app
3.Find or create person records
Integrate Pipedrive and CRM contact matching to search or create a person from attendee email to load contact fields.
Pipedriveor swap with your favorite app
4.Create organization and deal
Integrate Pipedrive and CRM deal setup to search or create organization and create a deal to link records.
5.Notify intake owner and schedule activity
Integrate Gmail and Pipedrive activity notes to create meeting activity and alert the intake owner when mapping is missing.
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
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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