Скачать или смотреть Connect Calendly to Pipedrive EASILY with Zapier

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Summary :
In this video, I show you how to connect Calendly to Pipedrive using Zapier for seamless CRM updates. Every time a new booking is made in Calendly, the contact and organization are automatically added or updated in Pipedrive. I demonstrate how to structure and clean the data, find existing records, and create new deals and activities. This automation keeps your CRM organized and saves time. I also discuss optimization, costs, and future enhancements. If you want to streamline your scheduling and CRM workflow, this tutorial is for you. Don’t forget to subscribe for more automation tips!

Timestamps:
00:00 – Introduction & Overview
00:27 – About the Presenter
00:55 – Understanding Calendly and Pipedrive Setup
01:46 – Booking a Meeting in Calendly
02:37 – Checking for New Data in Pipedrive
03:33 – Tools Needed for Integration
04:02 – Overview of the Workflow
04:25 – Setting Up Zapier Trigger for Calendly
04:54 – Configuring the Trigger Event in Zapier
05:45 – Formatting Contact Names Properly
06:42 – Splitting First and Last Names in Zapier
07:11 – Capitalizing Name and Surname
08:08 – Extracting Company Name from Email
09:04 – Using Regular Expressions for Extraction
09:58 – Verifying Extracted Company Name
10:53 – Capitalizing Company Name
12:13 – Checking for Existing Organization in Pipedrive
13:08 – Creating a New Organization if Not Found
15:00 – Finding or Creating a Contact in Pipedrive
16:41 – Ensuring Unique Contact Matching by Email
17:35 – Associating the Contact with an Organization
18:28 – Finding or Creating a Deal in Pipedrive
19:48 – Checking If a Deal Already Exists
21:15 – Structuring the Deal Name and Details
22:40 – Creating a Deal If None Exists
24:06 – Handling Different Deal Scenarios with Paths
25:58 – Creating an Activity for the Deal
27:19 – Finalizing the Integration Workflow
27:48 – Cost Breakdown for the Integration
28:46 – Key Takeaways & Next Steps
29:43 – Conclusion & Contact Information

My Tool Stack :

Make.com: https://www.make.com/en/register?pc=r...
Xano.com: https://xano.io/tb97zzhr
Fillout.com: https://www.fillout.com?ref=runautopilot
Airtable: https://airtable.com/invite/r/CRJvBS9J
Relevance.ai: https://relevanceai.com/?via=davy
VAPI: https://vapi.ai/?aff=runautopilot
Signwell: https://www.signwell.com/?via=davy

Let's work together :

RunAutopilot: https://runautopilot.co

Let's connect :

YouTube:    / @runautopilot00  
LinkedIn:   / davymartial  

WHO AM I?

Hey there!

I'm Davy, an entrepreneur who's always excited to talk business and innovation. Through my journey, I've developed several businesses - learning from failures and celebrating some successes along the way.

But here's what really gets me fired up: finding smart ways to work that don't involve grinding 24/7.

I'm passionate about connecting different tools and APIs to help business owners put their operations on autopilot.

Think of me as the guy who's always tinkering with tech to help entrepreneurs reclaim their time. When I'm not diving into new business ventures or automating processes, you'll find me traveling the world or staying active with sports.

Let's connect and chat about business automation, entrepreneurship, or just share travel stories!

I'm always excited to meet fellow entrepreneurs and tech enthusiasts who believe in working smarter, not harder.

Join me on this journey - let’s learn and automate together!"