This automation scenario allows you to connect Calendly, GoToMeeting, Google Calendar, and Pipedrive.
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Calendly, GoToMeeting, Google Calendar and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Calendly
Triggers when an invitee schedules an event
Then these actions happen in Google Calendar, Pipedrive and Pipedrive
Creates a scheduled meeting in your account.
Create an event by defining each field.
Creates a new activity.
This guide contains information on how to set up an automatic workflow that allows to Send new Calendly meetings to GoTo Meeting, Google Calendar, and Pipedrive.
Part I
First, we need to connect Calendly, GoToMeeting, Google Calendar and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Calendly to Zapier.
Give Zapier access to your Calendly account, using Calendly credentials.
Connect GoToMeeting to Zapier.
Give Zapier access to your GoToMeeting account, using GoToMeeting credentials.
Connect Google Calendar to Zapier.
Give Zapier access to your Google Calendar account, using Google Calendar credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Calendly
Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).
Then set up an Action for GoToMeeting
Choose this action: Create Meeting (Creates a scheduled meeting in your account.).
Then set up another Action for Google Calendar
Choose this action: Create Detailed Event (Create an event by defining each field.).
Then set up another Action for Pipedrive
Choose this action: Create Activity (Creates a new activity.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly, GoToMeeting, Google Calendar and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new Calendly meetings to GoTo Meeting, Google Calendar, and Pipedrive!
Triggers when an event is created.
Triggers when a specified amount of time before an event starts.
Triggers when an event is created or updated (except when it's cancelled).
This Trigger fires a set number of minutes before the starting time of any event on your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.
This Trigger fires a set number of minutes before the starting time of an event on your Calendar that contains a specific keyword or phrase in the event’s Title, Description, or Location. Ingredient will be based on the zone set in Google.
This Trigger fires every time a new event is added to your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
Google Calendar, the free time-management web application, simplifies scheduling and organizing your daily events. Easily manage and share your schedule with customizable notifications, ensuring you stay on top of your commitments.
Pipedrive alternatives
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