ScheduleOnce
Pipedrive
zapier

An automated workflow using zapier

Connects ScheduleOnce + Pipedrive

Create people in Pipedrive from new OnceHub bookings

About this workflow template

This automation scenario allows you to connect ScheduleOnce 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.

ScheduleOnce and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Create people in Pipedrive from new OnceHub bookings
Workflow diagram: ScheduleOnce + Pipedrive integration

How it works?

When this trigger fires in ScheduleOnce

ScheduleOnce

Scheduled Booking in ScheduleOnce

Triggers when a new booking is scheduled.

Then this action happens in Pipedrive

Pipedrive

Create Person in Pipedrive

Creates a new person.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create people in Pipedrive from new OnceHub bookings.

Part I

Configure Applications

First, we need to connect ScheduleOnce and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect ScheduleOnce to Zapier.

    Connect ScheduleOnce to Zapier.

    Give Zapier access to your ScheduleOnce account, using ScheduleOnce credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive 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 ScheduleOnce

    Set up a Trigger action for ScheduleOnce

    Choose the following trigger: Scheduled Booking (Triggers when a new booking is scheduled.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Person (Creates a new person.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ScheduleOnce and Pipedrive.

  • Test the workflow and turn it on for production use

    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 Create people in Pipedrive from new OnceHub bookings!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    zapieralbato
    triggerbyzapieralbato
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • ScheduleOnce

    Make an api call

    Performs an arbitrary authorized API call.

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    actionbyintegromat
  • ScheduleOnce

    Scheduled booking

    Triggers when a new booking is scheduled.

    zapier
    triggerbyzapier
  • ScheduleOnce

    Watch bookings

    Triggers when any booking events have occurred.

    integromat
    triggerbyintegromat
  • ScheduleOnce

    Completed booking

    Triggers when a booking is completed. Specifically, when the time window of the booking has passed.

    zapier
    triggerbyzapier
  • ScheduleOnce

    Canceled booking

    Triggers when a booking is canceled.

    zapier
    triggerbyzapier
  • ScheduleOnce

    No-show booking

    Triggers when the status of a booking is changed to No-show.

    zapier
    triggerbyzapier

Apps you need

ScheduleOnce

ScheduleOnce

Appointments Scheduling

Online scheduling solution for clients and prospects

ScheduleOnce is the ultimate scheduling solution for businesses. Automate your workflows, integrate with popular apps, and offer customers the ability to schedule meetings quickly and easily.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.