PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.
Want to explore pipelinedeals + Calendly quick connects for faster integration? Here’s our list of the best pipelinedeals + Calendly quick connects.Explore quick connects
Looking for the Calendly Alternatives? Here is the list of top Calendly Alternatives
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Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Pipelinedeals is a cloud-based, online appointment scheduling software; Calendly is an online scheduling software that works as a simple calendar to schedule meetings. These two platform have integration capabilities to work together, and once they are integrated, business owners can enjoy the benefits of both of these platforms.
Pipelinedeals integrates with Calendly in the integration area for calendars. Business owners can access this area by logging into Pipelinedeals and going to Settings > Integrations > Calendars. By doing so, they can select the option ‘Calendly’ and click on the blue ‘Connect’ button. This will take them to the Calendly website where they can input their account information. After that, they will be able to import their existing Calendly calendar into their Pipelinedeals account.
Business owners can save time set up meetings by using both of these platforms in combination with each other. The first benefit is that they do not need to sign in and out from multiple platforms anymore. They only need to log in to one platform, get to their calendar page and schedule meetings for their clients with ease. Another benefit is that they do not need to add their clients’ email addresses or phone numbers to their address book anymore because now they can automatically sync all of the contact information with Calendly when they connect their Pipelinedeals pages to Calendly. This is very convenient for business owners who receive inquiries from clients through email and phone calls.
Integration of pipelinedeals and Calendly is easy to do. It is beneficial to business owners because it allows them to schedule meetings with clients quickly and efficiently without having to go through many steps. I hope you found my outline useful!
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