How to integrate Calendly with Pipedrive to automatically register a lead in Pipedrive when an appointment is scheduled in Calendly.

The process only has two steps, so there's nothing difficult about it.

1. Set up a trigger that activates when an appointment is scheduled
2. Set up an action to create a lead

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How to Connect Calendly and Pipedrive with Yoom

First, register your apps to connect Calendly and Pipedrive with Yoom.
Once you have registered your apps, setting up automation becomes easy.

Let's start by registering Calendly.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Calendly from "Search by App Name" or find it from the list of apps.

Once you transition to the following screen, log in to Calendly.

Next, register Pipedrive by selecting it in the same way as before.
Once you transition to the following screen, scroll down and click the red "Allow and install" button.

Once both app registrations are complete, Calendly and Pipedrive will appear in your My Apps section.

How to Register a Lead in Pipedrive When an Appointment is Scheduled in Calendly

To set up automation, click "Try it" on the banner below.

Once you transition to the following screen, let's check the "Title" and "Description".
If you want to make changes, you can do so from the following page.
First, start with the Calendly settings, and click "When an event is scheduled (trigger webhook)".

You will transition to the following screen, so let's check the settings.

• "App Trigger Title" → Can be changed as needed
• "Account Information to Link with Calendly" → Check for discrepancies
• "Trigger Action" → When an event is scheduled (trigger webhook)
  

Once you transition to the following screen, please select the "Organization URI" from the options.
Click "Test" → "Test Successful" → "Save".

You will transition to the following screen, so send the Webhook event or execute the trigger event.
Click "Test" → "Test Successful" → "Save".

Next, proceed with the Pipedrive settings and click "Create Lead".
Once you transition to the following screen, please check the settings.

• "Title" → Can be changed as needed
• "Account Information to Link with Pipedrive" → Check for discrepancies
• "Action" → Create Lead
  

You will transition to the following screen, so let's configure the settings.

• "title" → {{Event Name}}
• "owner_id" → Select the user ID who will own the created lead from the options
• "label_ids" → Select from the options

If there are other necessary fields, please fill them in.
Click "Test" → "Test Successful" → "Save".

Finally, by turning the app trigger "ON", the automation setup is complete.

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Summary

In this article, we introduced the automation setup for "Registering a lead in Pipedrive when an appointment is scheduled in Calendly."
By integrating Calendly and Pipedrive, you can save the effort of manually entering lead information into Pipedrive.
This is recommended for startups and companies with many leads who want to smoothly obtain prospective customer information.
By using Yoom for app integration and automation, you may have realized that it is easier to set up compared to traditional API integration.

In line with Yoom's motto of "Using technology to give people back their time," we hope that everyone who uses it can make effective use of their time.