Automation: meeting booked -> person to lead inbox

Jeroen den Boer
Jeroen den Boer Member Posts: 2
edited February 28 in Apps and Integrations #1

Hi Pipedrive community! Is it possible to automatically convert a contact person into a lead when a meeting is booked via the scheduler tool? Or do I need to use another tool for automation, such as Zapier?

Answers

  • Reeve Lui
    Reeve Lui Member Posts: 41
    First Answer 5 Likes Name Dropper First Comment

    Hi there

    I'd like to share that Pipedrive offers a fantastic automation feature allowing you to seamlessly create a new lead linked to a person (contact) whenever someone from your contacts schedules a meeting through the Meeting Schedule tool provided by Pipedrive.

    This functionality streamlines your lead generation process, ensuring a smooth integration between calendar bookings and lead management.

    Should you have any further inquiries, ideas, or if there's anything else you'd like assistance with, don't hesitate to reach out. We're here to provide support!