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How do I automate meeting tasks in PipeDrive from Calendly?

  • April 19, 2024
  • 3 replies
  • 48 views

Hello. I have a problem with creating automation in PipeDrive connected with Calendly.

I would like a task in the form of a meeting, scheduled at a previously agreed time and date in Calendly, to be assigned to the created deal and client.

Can you check what I am doing wrong?

In PipeDrive, there is a sales opportunity, the client is created, and it's in the correct stage of the funnel, but it does not automatically create a task - a meeting with the client.

Please help - I am attaching screenshots.

 

Best answer by Troy Tessalone

Hi @Maciej S 

For the Fields (Person & ID), try mapping the ID from those steps instead of the Name.

 

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • April 19, 2024

Hi @Maciej S 

For the Fields (Person & ID), try mapping the ID from those steps instead of the Name.

 


  • Author
  • Beginner
  • April 20, 2024

Thank’s it’s work


ken.a
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  • Zapier Staff
  • April 22, 2024

That’s great news @Maciej S! A huge thanks to Troy for lending a hand here!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗