Published On Sep 15, 2022
Learn how to connect Calendly to Pipedrive using Zapier. In this video, I show you how to use Zapier to create an organization, person, deal and activity in Pipedrive when you receive a booking via Calendly.
If you don't want to have to worry about setting up and troubleshooting your Zaps, you can contact me for support here: http://paulm.in/2FksCBy
0:00 - Introduction
0:53 - Why I use Calendly instead of the Pipedrive scheduler
1:45 - Setting up a Calendly Event Type
2:31 - Starting your Zap
2:45 - Adding Calendly as the Trigger
3:35 - Pulling test data
5:01 - Adding a filter to the Zap
6:38 - Find (or create) an Organization
10:21 - Find (or create) a Person
13:26 - Create a Deal
16:35 - Create an Activity for the booking
19:38 - The final test
21:10 - Outro
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