Integrate Calendly with Pipedrive

Send information between Calendly and Pipedrive 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.

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Record new Calendly events as activities in Pipedrive

Calendly + Pipedrive

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Supported triggers and actions

Integrate Calendly and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Note updated

Triggers when an existing note is updated

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

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

Update deal

Updates the details of an existing deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create project

Creates a new project

Create organization

Creates a new organization

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Fetch activity

Fetches the details of an existing user activity

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by name

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.

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

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Technical Engineer, Master Liveaboards

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