How to Create Pipedrive Meeting for Calendly Booking Using Pabbly Connect

Learn how to integrate Pipedrive and Calendly using Pabbly Connect to automate meeting scheduling seamlessly. Follow our step-by-step tutorial for effective automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Pipedrive meeting for Calendly bookings, the first step is to access Pabbly Connect. This platform facilitates the integration between Pipedrive and Calendly seamlessly, allowing automation without coding.

Start by visiting the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. Once registered, you’ll receive 100 tasks free every month. If you already have an account, simply log in to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you’ll create a new workflow to connect Calendly and Pipedrive. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Pipedrive Meeting for Calendly Booking’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed to the next step.
• You will see trigger and action boxes for your workflow.

In the trigger box, select Calendly as your trigger application and choose the event ‘Invitee Created’. This setup allows Pabbly Connect to capture new bookings from Calendly automatically.

3. Connecting Calendly to Pabbly Connect

Next, you need to connect your Calendly account to Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection’. Since you are already logged into your Calendly account, the connection will be established successfully.

After connecting, select the organization and user associated with your Calendly account. Click on ‘Save’ and then the ‘Test Request’ button to ensure everything is working correctly. Pabbly Connect will wait for a response, which you can generate by creating a new booking in Calendly.

4. Setting Up Pipedrive Integration with Pabbly Connect

Now, it’s time to set up the action for Pipedrive in Pabbly Connect. Select Pipedrive as your action application and choose the action event ‘Find Person’. This will allow you to search for the person based on the booking details from Calendly.

• Connect Pipedrive with Pabbly Connect using your API token.
• Map the email address from the Calendly response to search for the person.
• Click on ‘Save and Send Test’ to receive a response from Pipedrive.

If the person exists, you will receive their details, including the Item ID and organization ID. This means you can now create a meeting for this individual in Pipedrive.

5. Creating a Meeting in Pipedrive

The final step is to create a meeting in Pipedrive using the booking details from Calendly through Pabbly Connect. Add another action step and select Pipedrive again, then choose the action event ‘Create Activity’.

Map the required fields such as subject, organization ID, and person ID using the details retrieved from previous steps. Set the due date and time according to your requirements. Click on ‘Save and Send Test’ to finalize the meeting creation.

After successful completion, check your Pipedrive account under activities to confirm that the meeting has been created with the correct details from the Calendly booking. This automation ensures that every new booking is captured and processed efficiently.

Conclusion

In this tutorial, we demonstrated how to create a Pipedrive meeting for Calendly bookings using Pabbly Connect. By following these steps, you can automate your scheduling process effectively, ensuring no booking details are missed.