An automated workflow using zapier
Connects Pipedrive + Google Meet
Schedule meetings via Google Meet with new persons matching Pipedrive filters
About this workflow template
This automation scenario allows you to connect Pipedrive and Google Meet
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.
Categories
Pipedrive and Google Meet can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Pipedrive
Person Matching Filter in Pipedrive
Triggers when a person newly matches a Pipedrive filter for the first time.
Then this action happens in Google Meet
Schedule a Meeting in Google Meet
Schedules a meeting.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Schedule meetings via Google Meet with new persons matching Pipedrive filters.
Part I
Configure Applications
First, we need to connect Pipedrive and Google Meet to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Connect Google Meet to Zapier.
Give Zapier access to your Google Meet account, using Google Meet credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Pipedrive
Choose the following trigger: Person Matching Filter (Triggers when a person newly matches a Pipedrive filter for the first time.).
Then set up an Action for Google Meet
Choose this action: Schedule a Meeting (Schedules a meeting.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and Google Meet.
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 Schedule meetings via Google Meet with new persons matching Pipedrive filters!
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triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapieralbatoUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
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triggerbyzapierautomateiopabbly-connectpipedream
Schedule a meeting
Schedules a meeting.
actionbyzapierpabbly-connectCreate a meeting
Creates a new Google Meet in a specified calendar.
actionbyintegromatAdd meeting
Adds a new calendar event with Google Meet video conferencing
actionbyautomateioSearch meeting
Search meeting in a calendar using title, description or email
actionbyautomateioSchedule meeting
Schedule meeting
actionbyintegratelyMake api request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Zapier doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
actionbyzapier
Apps you need
Pipedrive alternatives
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