■Overview
This is a flow to register a lead in Pipedrive when a schedule is registered in Calendly.
■Recommended for
1. Companies managing schedules or handling reservations with Calendly
・Customer service departments handling seminar reservations online
・HR personnel using it for recruitment interviews
2. Companies conducting sales activities using Pipedrive
・Sales personnel utilizing business cards collected at exhibitions
・Those categorizing multiple projects and changing approach methods accordingly
■Benefits of using this template
Using Calendly to automatically create schedules is an effective way to reduce the effort of checking your own or others' schedules.
However, compiling information for each created schedule and sharing it with the team again is a very labor-intensive task.
This flow is effective for those who want to share information with the team based on the schedule content created in Calendly.
By quoting the registered content and registering a lead in Pipedrive, consistent information can be shared.
Additionally, since a lead can be created immediately after a schedule is created, information can be shared with the team promptly.
■Notes
・Please integrate both Calendly and Pipedrive with Yoom.
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