Integrate pipelinedeals with Calendly

Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and Calendly

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

About Calendly

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

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Connect pipelinedeals + Calendly in easier way

It's easy to connect pipelinedeals + Calendly without coding knowledge. Start creating your own business flow.

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.

  • Invitee Created

    Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.

  • Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How pipelinedeals & Calendly Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Calendly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from pipelinedeals to Calendly.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of pipelinedeals and Calendly

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.

    Integration of pipelinedeals and Calendly

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.

    Benefits of Integration of pipelinedeals and Calendly

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!

The process to integrate pipelinedeals and Calendly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm