Whenever a meeting is scheduled through Calendly, you can automatically save the details in Pipedrive. This ensures that you don't miss out on capturing important client meeting information.
Every time someone books a meeting via Calendly, automatically add them as a new contact in Pipedrive. This helps you keep track of potential clients without lifting a finger.
After a client books a meeting with you via Calendly, automatically update the deal stage in Pipedrive. This keeps your sales pipeline current and accurate.
You can automate the process of logging activities in Pipedrive whenever a new meeting is scheduled via Calendly. This gives you and your team a clear view of upcoming tasks.
Once a new meeting is scheduled with Calendly, set Pipedrive to automatically trigger follow-up emails. This ensures swift communication and keeps engagement consistent.
And much more...