Automatically Link Activity (Zoom Call) to Deal
Maverick Posts: 3
My leads are booking calls via a calendar link (e.g. Calendly or Motion; not the Pipedrive tool). But these calls are not linked with the deal. Is it possible to link these calls/activities to the deals similar how emails are linked to a deal?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,242
You can do this using Make/Integromat.0
Andrus Purde Posts: 109
@Maverick how are you syncing Calendly meetings to Pipedrive? If you used our Pipedrive-Calendly integration, this would automatically link the meeting to both Contact and Deal (provided there's one open deal for that contact).0