How to connect Calendly to Pipedrive

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Using Pipedrive? Looking to connect your Calendly account? Even though Calendly doesn't have a native Pipedrive integration, Pipedrive has a built in Calendly integration. So you're in luck. But it's a bit of a clunky experience. In this blog post, we'll walk you through several ways you can install a Calendly integration into your Pipedrive account.

About Calendly

Calendly is a simple scheduling tool that takes out the back and forth between busy professionals. With Calendly, you can send a link to your prospect that can give them access to your availability with minimal fuss.

About Pipedrive

Pipedrive is a customer relationship management platform designed by sales professionals, for sales teams. It is sales-focussed and can help you automate your sales process, track your sales pipeline and leads.

3 ways to connect Calendly to Pipedrive

There are a few ways you can connect a Calendly integration with your Pipedrive account so that you can keep track of any new Calendly appointment made or upcoming meetings. They all involve going through a third party application so expect separate price plans.

1. Using the Calendly Events for Pipedrive integration by Ulgebra

This third party application is available directly from Pipedrive's marketplace and was made by Ulgebra.

This integration allows you to:

Schedule appointments,
Keep a record of it in your Pipedrive contact profile,
Reschedule or cancel an appointment directly from the note/activity in Pipedrive,
Have an overview of upcoming and past Calendly events under event history tab in Pipedrive,
Access booking links of each person on your sales team and generate single-use links.

To install it, you'll have to:

Go to Pipedrive’s Marketplace and install the “Calendly Event for Pipedrive” extension.
Click “Install,” this will redirect you to Pipedrive's authorization page.
Click "Allow & Install" to complete the installation.
Within any Pipedrive contact, from the dropdown on the right side, select "New Calendly Appointment".
Within the pop-up, sign in to Ulgebra using your Pipedrive email id.
To enable the integration, authorize your Calendly account by entering your Calendly personal access token.

2. Installing Calendly integrations via Zapier

You can also install Calendly to your Pipedrive account using Zapier to automate your workflow. There are a few pre-built workflows you can use to get you started. You'll also be able to specify any actions you want to happen after a particular trigger.

This integration will allow you to create workflows such as:

Creating Pipedrive deals from new invites in Calendly,
Recording new Calendly events as contact activities in Pipedrive users,
Adding or updating Pipedrive contacts for new Calendly event,
Adding new Calendly invitees as Pipedrive leads.

To install it, simply:

Create a Zapier account,
Set up a new Zap: Click on "Make a Zap", select Calendly as the trigger app,
Choose the trigger event such as 'Invitee created'.
Add Pipedrive as an "Action" and select is as the action app,
Configure the action to create or update contacts and activities in Pipedrive.

Don't forget to test the Zap and turn it on to start automating the workflow.

3. Installing Calendly integrations via Make

You can also install a Calendly integration through Make. Similar to Zapier, Make supports the creation of Calendly and Pipedrive customer relationship management workflows. They also have some pre-built templates.

This integration will allow you to create workflows such as:

Creating or closing a deal in Pipedrive from new Calendly appointments,
Adding new Pipedrive deals to Google sheets.

To install it, simply:

Create a Make account,
Set up a new scenario and select Calendly as the trigger,
Choose a specific event such as 'invitee created' to trigger the scenario,
Add Pipedrive as an action module,
Congirue the action to create or update a contact and schedule an activity based on the new Calendly events

Don't forget to run a test and ensure that the scenario works, and activate the scenario to enable the automation.

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Conclusion

Integrating Calendly with Pipedrive can significantly enhance your scheduling and CRM processes, leading to a more streamlined workflow. But it can be a clunky experience. For a more user friendly CRM, consider using folk. It's a less complicated alternative that can support multiple business functions including sales, recruitment, fundraising and more. folk can also help you keep an eye on your sales process and has a Zapier integration for Calendly appointments so you can get the best of both worlds on top of a CRM that is known and has won awards for its user friendly experience. Your sales team will be able to create deal in folk's sale cycle template, and centralize any new activity from Calendly including Calendly appointments, to keep an eye on a new contact. Try folk today, free.