Question

Using Zapier to use Calendly to add events to Pipedrive


Hey guys, 

I’m fairly new at creating zaps but maybe someone can help.

Our team gets deals that schedule calls via Calendly with our sales team. 

What I’d like to happen:

-A deal schedules a calendly event

-Zapier links the event to the correct deal in Pipedrive & creates the appropriate type of sales call activity in Pipedrive under that deal

 

We’ve been manually adding the events to every deal and we feel like Zapier probably can do this, but we’re just not sure how. Is anyone able to help me or guide me with the steps to take? 

 

Thanks for any help given folks. 

-Luke


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Userlevel 7
Badge +14

Hi @lukejackson87 

Calendly’s Zap app integration only has triggers available, meaning you’d only be able to configure a Zap from Calendly to Pipedrive: https://zapier.com/apps/calendly/integrations#triggers-and-actions

A more advanced approached would be to leverage the Calendly API: https://developer.calendly.com/

This can be done using a Webhooks app step in the Zap: https://zapier.com/apps/webhook/integrations#triggers-and-actions

Userlevel 7
Badge +10

@lukejackson87 
Just checking in to see if you still need help with this?