Calendly and PipeDrive
PipeDrive and Calendly
I used Zapier to create a zap that creates a new deal in PD when someone schedules a meeting via Calendly.
What I want is the Zap to be created as part of an existing deal (assuming one exists).
My thinking is that it can be set up to add to an existing deal if the person who created a Calendly meeting used the same email as one associated with an existing deal.
If not (let’s say there’s no existing deal or the person used a different email), then a new deal is created.
Is this possible or am I aiming too high? Lol.