Integrate Pipedrive with Calendly

Send information between Pipedrive and Calendly automatically, without writing any code, using Zoho Flow.

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Record new Calendly events as activities in Pipedrive

This flow adds an activity to Pipedrive whenever a new event is scheduled in Calendly. Stay focused on keeping your CRM activities live, while Zoho Flow makes sure that they are all recorded automatically.

How it works

1. A new event is scheduled in Calendly. 

2. Zoho Flow creates an activity in Pipedrive.

Use this flow
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Record new Calendly events as activities in Pipedrive

Calendly + Pipedrive

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Supported triggers and actions

Integrate Pipedrive and Calendly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Pipeline stage created

Triggers when a new pipeline stage is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Event scheduled by invitee

Triggers when an invitee schedules an event

Event scheduled by invitee for the connected user

Triggers when an invitee schedules an event for the connected user

Event canceled by invitee for the connected user

Triggers when an invitee cancels a scheduled event for the connected user

Event canceled by invitee

Triggers when an invitee cancels a scheduled event

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create activity

Creates a new activity

Update product

Updates the details of an existing product

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

Invite user

Invites a new user

Create schedule link

Creates a new schedule link

Fetch event

Fetches the details of an existing event using UUID

Fetch invitee by UUID

Fetches the details of an existing invitee using UUID

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Calendly?

Calendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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