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.

Thanks.

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    You can do this using Zapier search functionality.

    Before creating a new deal, have it search if one exists. 

  • Mariano Rodriguez
    edited November 2021 #3

    You can do this using Zapier search functionality.

    Before creating a new deal, have it search if one exists. 

    Hi Boris,

    Thank you! Have it search if one exists based on what criteria? The email associated an existing deal (assuming they use the same email when creating a Calendly appointment). Does my question make sense?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #4

    You can create a person if the search doesn't find a person already exists. However, there could be many or no deals associated with one person. You need to carefully define the behavior for each case. Also, using Zapier, it is probably impossible to find all deals associated with a person. It is doable using Integromat though.

  • Mariano Rodriguez
    edited November 2021 #5

    You can create a person if the search doesn't find a person already exists. However, there could be many or no deals associated with one person. You need to carefully define the behavior for each case. Also, using Zapier, it is probably impossible to find all deals associated with a person. It is doable using Integromat though.

    Hi Amit,

    Thank you! Would I use Integromat and Zapier together or ONLY Integromat? Thanks again.

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited November 2021 #6

    You can create a person if the search doesn't find a person already exists. However, there could be many or no deals associated with one person. You need to carefully define the behavior for each case. Also, using Zapier, it is probably impossible to find all deals associated with a person. It is doable using Integromat though.

    Just one should be sufficient.

    You just need to define what needs to happen when:

    1. A person is not found.
    2. A person is found but there is no deal.
    3. A person is found but there is one deal.
    4. A person is found bu there are more than 1+ deals.
  • Andrus Purde
    Andrus Purde Posts: 106
    100 Comments Second Anniversary Name Dropper Photogenic
    edited December 2021 #7

    Adding a potential solution here: Outfunnel + Pipedrive workflow automation

    We recently added Pipedrive-Calendly integration that:

    • automatically checks whether the contact already exists or not
    • If not, creates a new contact
    • creates a new custom Activity in Pipedrive
    • copies content from Calendly submission into Pipedrive with custom field mapping (without overwriting existing content)

    The integration currently doesn't create a new Deal (this is coming in Q1) but you could use the custom Activity as an input for PD workflow automation to create a new Deal. Also coming soon is automatically capturing traffic source and saving this in Pipedrive.