How to connect Calendly to Pipedrive using Zapier
MinorCo MinorCo
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 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

Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive

Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedr...

Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive

Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter

If you need help with Zapier, book an introductory call to learn more about our Zapier consulting services » https://minorco.com/zapier

Sign up to our newsletter to get regular tips and videos on how to use Zapier better » https://minorco.com/newsletter

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