How to trigger workflow when meeting is booked in Calendar

Margaux Fiche
Margaux Fiche Member Posts: 2
edited July 2022 in Workflow Automation #1

As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is linked to Pipedrive) I would then want the deal to move to the next stage where I can check who is booked and prepare for the meetings. Until then it is a rather "hand-free" process. Is it possible for the deals to automatically move on to the next stage once the system receives a notification that a meeting for this deal was booked?

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    edited March 2021 #2

    Hi @Margaux Fiche i think is possible only via api. Please let me know if you need help. 

  • Markus Funk
    Markus Funk Member Posts: 110
    Third Anniversary 100 Comments 5 Likes 5 Up Votes
    edited March 2021 #3

    HI Margaux, 

     

    this should be possible if you use the trigger right. IN your case the trigger is the meeting (PD Scheduler) and then add "update deal fields" and there use DEAL STAGE  und update it automatically.  If I have enough time I will post a screen shot...

  • bakercito
    bakercito Member Posts: 2
    Name Dropper First Comment
    #4

    @Margaux Fiche I am a new Pipedrive user and would love this kind of automation as well. Did you ever find a solution for this?

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 109
    100 Comments Second Anniversary 5 Insightfuls First Answer
    #5

    Hi @bakercito,

    If you’re using Pipedrive in a similar way to how @Margaux Fiche described above, then an automation trigger like this should work. The PD Scheduler will create an activity, so this is set to trigger on a new activity, with specific conditions applied.

    The key is for the condition to narrowly trigger on the Pipedrive Meeting event. In the scheduler you can customize the Activity Subject, so your condition should include text that is unique to this specific type of meeting.

    In this example, the automation will trigger on a New Activity where the Activity Type is “Meeting,” the current Pipeline Stage is “New Lead,” and the Activity Subject contains the words “Demo Meeting.” When those conditions are met, the Deal will be moved into the “Deal Booked” Pipeline Stage. 

    Screenshot 2023-08-25 at 1.18.16 PM.png

    Please feel free to reach out if you would like additional support.

    - Liz

    Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations

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