Create or close a deal in Pipedrive from a new event in Calendly
Create or close a deal in Pipedrive from a new event in Calendly
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Every time a new Calendly event is scheduled with you, a new deal will be instantly created in Pipedrive. If the event is canceled, the deal will be set to "Lost".
You need to have a Calendly premium account to create this integration.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
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