1.Watch for invitee created
Integrate Calendly, scheduling tools, and CRM pipelines to watch for invitee created events.
Create sales deals from booked audits in CRM
Automatically detect invitee created events across Calendly, Formatter by Zapier, and Pipedrive. Create and update sales deals when audit bookings created, invitee details provided, or appointment time confirmedβso you can capture context, assign owners, and schedule calls without manual follow-up.
How this automation creates sales-ready deals in your pipeline
When invitees get created for booked audits, delays can break deal timing and follow-up consistency. This automation formats appointment details, enriches contacts, and creates deals, notes, and call activitiesβso your team can act immediately.
Calendlyor swap with your favorite app
2.Formats appointment date
Integrate Formatter by Zapier and data formatting tools to format the scheduled event start into an appointment date time.
Formatter by Zapieror swap with your favorite app
3.Find person or user
Integrate Pipedrive and CRM lookup workflows to search contacts by invitee email and return an owner and person match.
Pipedriveor swap with your favorite app
4.Create deal in pipeline
Integrate Pipedrive and sales CRM tools to create a deal, set pipeline stage, map dates and descriptions, and assign an owner.
5.Create note on deal
Integrate Pipedrive and CRM note tools to create a note with booking fields and formatted appointment details attached to the deal.
6.Create call activity
Integrate Pipedrive and task scheduling tools to create a call activity assigned to the deal owner and scheduled for the appointment time.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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