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4aii. Numerology: New Calendly invite (Numerology Consultation Follow-up) > create new deal and activity in Pipedrive (consultation deal does not exist in Pipedrive)

“Anytime an invitee created is created in Calendly, filter my data in Filter by Zapier, lookup spreadsheet row in Google Sheets, etc.”

YogaVision Centrecreated by YogaVision Centre

This Zap uses a private app.

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This Zap works in 12 steps …

  • Step 1 - Trigger

    Anytime an invitee created is created in Your App

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Lookup spreadsheet row in Your App

  • Step 4 - Action

    Filter my data in Filter by Zapier

  • Step 5 - Action

    Find or create person in Pipedrive

  • Step 6 - Action

    Update person in Pipedrive

  • Step 7 - Action

    Create deal in Pipedrive

  • Step 8 - Action

    Add product to deal in Pipedrive

  • Step 9 - Action

    Update deal in Pipedrive

  • Step 10 - Action

    Create deal in Pipedrive

  • Step 11 - Action

    Create note in Pipedrive

  • Step 12 - Action

    Create activity in Pipedrive

    • 6 minutes to set up
    • Get back 1.2 hrs /week
    • 546 people use this app pairing

    This Zap uses the following 4 apps

    • Calendly (1.0.2) logo
    • Filter by Zapier logo

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    Check out all the other ways you can connect Calendly (1.0.2) and Filter by Zapier.
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