A great way to reduce the amount of data entry you (or your team) has to do, is integrating your meeting scheduling tool, such as Calendly, directly with Pipedrive. In this video, I show you in real-time how to leverage Pipedrive by using Zapier to create a new deal in Pipedrive when a demo intro call is scheduled via Calendly.

This tutorial is helpful for anyone looking to streamline their sales process using automation tools.

0:00 Choose the Calendly event type(s) you want to integrate with Pipedrive
-Pro-tip: Submit an event prior to beginning to build your automation
0:30 How to build the automation in Zapier
8:30 Demonstration of the built automation

And you're done! In less than 10 minutes you can remove the manual process of creating Deals from Calendly booked calls.

Sign up for Pipedrive using my partner link and get an extended trial: [ Ссылка ] Existing users can email contact@opsdesigned.com for a promo code.

Need help with Pipedrive?
- Schedule a 30-minute call - [ Ссылка ]
- Book a Working Session - [ Ссылка ]

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If you want to support us through signing up for other tools that I love, check out:
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