How To Integrate Pipedrive With Calendly

How To Integrate Pipedrive With Calendly

1. Create a Calendly Account: Sign up for a Calendly account if you don’t have one.
2. Log into Pipedrive: Access your Pipedrive account.
3. Go to Integrations: Find the integrations section in Pipedrive settings.
4. Search for Calendly: Look for Calendly in the list of available integrations.
5. Click on Connect: Select the option to connect Calendly with Pipedrive.
6. Authorize Access: Allow Calendly to access your Pipedrive account.
7. Set Up Triggers: Choose what actions in Pipedrive will trigger events in Calendly.
8. Customize Settings: Adjust any additional settings as needed for your workflow.
9. Test the Integration: Schedule a test meeting to ensure everything works smoothly.
10. Monitor and Adjust: Keep an eye on the integration and make adjustments as necessary.