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Create or close a deal in Pipedrive from a new event in Calendly

Create or close a deal in Pipedrive from a new event in Calendly

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Every time a new Calendly event is scheduled with you, a new deal will be instantly created in Pipedrive. If the event is canceled, the deal will be set to "Lost".

You need to have a Calendly premium account to create this integration.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Flow Control
Array aggregator

Aggregator
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Calendly
Cancel an Event

Cancels an event.

Action
Pipedrive CRM
Create a Deal

Creates a deal.

Action

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Create or close a deal in Pipedrive from a new event in Calendly | Make