1.Monitors invitee created bookings
Integrate Calendly and scheduling tools to capture invitee email, name, phone answers, event title, and start time.
Create sales deal and activity from booked calls
Automatically monitor Calendly invitee creations across scheduling and CRM tools. Create and link people, deals, and scheduled activities when bookings are madeβso you can confirm follow-up, reduce missed leads, and keep pipeline context without manual data entry.
How this automation builds ready follow-up pipeline records
When a booking lands but rep context stays scattered, follow-up gets delayed and deals slip. This automation catches Calendly invitees, formats contact details, and creates Pipedrive people, deals, and scheduled activitiesβso your team can follow up immediately.
Calendlyor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier and data formatting tools to map email, split name parts, and format phone answers.
Formatter by Zapieror swap with your favorite app
3.Finds or creates person
Integrate Pipedrive and CRM data tools to search by email, create a new person on no match, and assign an owner.
Pipedriveor swap with your favorite app
4.Creates a linked deal
Integrate Pipedrive and pipeline tools to create a deal, link the person, set pipeline and stage, and apply defaults.
5.Schedules follow-up activity
Integrate Pipedrive and task scheduling tools to create a scheduled activity for the deal with notes and duration.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
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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