Field mapping for Calendly Events, autofilled new event & person, deals & activities sync.

It's essential to keep track of your upcoming meetings, whether business or private. This Pipedrive-Calendly integration syncs not just your meetings with Pipedrive but also the meetings of the entire Calendly organization. Book appointments, view the history and access the booking links of all the Calendly users.

Schedule appointments as and when required, and have a record of the same within the contact in the form of Notes and Activities. Furthermore, reschedule or cancel appointments from the Note/Activity added. Such changes made would be recorded within the contact as well. Also, go through the upcoming and past Calendly appointments under event history, and access the booking links of each agent and generate single-use links to be shared under Event Links.

Whenever a client schedules a meeting using your Calendly booking link, sync the meetings into Pipedrive based on your requirements using the various options available. Also, map the Calendly events to the Pipedrive users based on their Calendly & Pipedrive email id.

Utilize the power as the CRM admin to enable and disable Pipedrive users to use the authorized Calendly account.

Installation & Setup

1. Go to Pipedrive’s Marketplace and install the “Calendly Events for Pipedrive” extension.
2. Once you click “Install,” it will redirect you to the Pipedrive authorization page.
3. Click on "Allow & Install" to complete the installation.
4. Within any Pipedrive contact, from the dropdown on the right side, select "New Calendly Appointment".
5. Within the pop-up, sign in to Ulgebra using your Pipedrive email id.
6. To enable the integration, authorize your Calendly account by entering your Calendly personal access token.

Now the integration is successfully enabled!