How to Set Up Calendly Pipedrive Integration: 4 Methods

Looking to connect Calendly with Pipedrive? While there's no native Calendly Pipedrive integration available, you can still sync these tools through third-party solutions. In this guide, we'll walk through different methods to connect your scheduling and CRM systems, helping you automate your workflow and keep your sales data organized. 

We'll also introduce you to Zeeg, a scheduling platform that offers seamless CRM integrations, making it a practical alternative for sales teams who need their tools to work together efficiently.

But for now let’s look at all the methods we have for you to connect Pipedrive and Calendly.

👉 Read more:

• Calendly integrations (full guide)
• Calendly Zoom integration
• Calendly Salesforce integration
• How to use Pipedrive guide
• Pipedrive for Small Businesses

How to set up Calendly Pipedrive integration

1. Using Ulgebra to connect Calendly events to Pipedrive

The Ulgebra integration opens up several capabilities for managing your Calendly schedule within Pipedrive, as it connects your Calendly events with your CRM account. 

Here’s the step-by-step:

1. Visit the Pipedrive Marketplace and locate the "Calendly Events for Pipedrive" extension
2. Click "Install" and wait for the Pipedrive authorization page
3. Select "Allow & Install" to proceed
4. Open any Pipedrive contact and click the dropdown menu on the right side
5. Choose "New Calendly Appointment"
6. Sign in to Ulgebra with your Pipedrive email address
7. Enter your Calendly personal access token to authorize the connection

You'll gain the ability to sync meetings from your entire Calendly organization directly to Pipedrive, as well as view and manage appointments within your contact records. You can also reschedule or cancel meetings without leaving Pipedrive, while providing access to booking links for all Calendly users in your organization. Additionally, you can generate single-use booking links when needed, map specific Calendly events to Pipedrive users, and maintain control over which Pipedrive users can access the Calendly integration. 

These are the two main features you can expect from this integration:

• Custom panels for quick access: The integration adds dedicated panels within your Pipedrive interface, displaying all relevant Calendly information. When reviewing deals or contacts, you can instantly view and interact with your Calendly events without switching between applications. So, basically, you can check upcoming meetings, review past appointments, or verify scheduling details while discussing deals or reviewing contact information.
• Pop-up windows: To handle more complex scheduling tasks, the integration uses customized pop-up windows that appear directly within Pipedrive. These windows allow you to schedule new appointments, modify existing ones, or manage other Calendly-related tasks without navigating away from your current view. Whether you're in the middle of updating a deal or reviewing a contact's history, you can quickly handle scheduling needs and return to your work without losing context.

2. Through Outfunnel

Outfunnel offers another solution for connecting Calendly with Pipedrive, focusing on automatic contact synchronization and activity tracking. Pretty useful for sales and marketing teams who want to maintain accurate contact records and meeting history altogether.

The setup process is quite easy and requires no coding knowledge:

1. Locate the Calendly Oufunnel integration in your Pipedrive marketplace
2. Register your account and authorize Outfunnel to access your Pipedrive data
3. Access the App connector to establish the Pipedrive-Calendly connection
4. Optional: Install the web tracking code on your website - that way Outfunnel is able to track web visits of your contacts, record them in Pipedrive

When you connect your accounts through Outfunnel, the integration automatically creates new contacts in Pipedrive whenever someone books a Calendly appointment. The system intelligently handles field mapping, allowing you to match Calendly submission fields with your custom Pipedrive fields. Also, each scheduled meeting appears as an activity in Pipedrive and links automatically to relevant open deals, giving your sales team better context for their conversations.

But there’s more than this scheduling tracking. You can also monitor which pages your leads visit and automatically record lead sources and UTM tags in Pipedrive. That kind of data can help you understand your prospects' behavior and calculate more accurate lead scores based on scheduled meetings and other activities.

3. By setting up triggers and actions on Zapier

When managing leads in Pipedrive, every scheduled meeting is a potential step toward closing a deal. Zapier steps in as a reliable solution, helping you automate the data flow between these platforms with just a few set up steps. The integration works through a carefully coordinated system of triggers and actions. 

Step-by-step:

1. Create or log into your Zapier account
2. Select Calendly as your trigger app
3. Choose Pipedrive as your action app
4. Pick the specific trigger and action you want to automate
5. Connect your Calendly and Pipedrive accounts
6. Configure the data mapping between the apps
7. Test your automation and activate it

Zapier opens up several possibilities for automating your sales process through Calendly and Pipedrive integration. In essence, it works like this: every time someone books a meeting through your Calendly link, you can set up automatic actions in Pipedrive. For instance, when a potential client books a consultation, Zapier can automatically create a new contact in Pipedrive, add a deal to your pipeline, and create an activity linked to that contact. Similarly, if someone cancels their appointment, the system can update the related activity in Pipedrive and add a note to the contact record, keeping your team informed of any changes.

So, summing it up, through this Calendly Pipedrive integration, you can create new contacts, add leads to your CRM, generate deals for new appointments, and record scheduled events as activities. Additionally, you can configure it to update existing contact information and keep track of meeting cancellations or no-shows, to make sure your CRM always has the current status of your client interactions.

4. With Make

This one is, perhaps, less popular than Zapier. But Make (formaerly Integromat) offers another reliable method to connect your Calendly and Pipedrive accounts, in a similar way to Zapier but with its own unique features. In the end, you can also create workflows that automatically handle your scheduling and CRM tasks.

Step-by-step:

1. First, sign up for Make or login
2. Create a new scenario choosing Calendly as the trigger
3. Pick an event to trigger that same scenario
4. Then you’ll have to choose Pipedrive as the action module
5. Associate the action to Pipedrive, and create or update a contact, or schedule a new activity based on the newly created Calendly event

You can do different things through Calendly-Pipedrive integration with Make. For instance, whenever someone books a meeting through Calendly, Make can automatically create or update a deal in Pipedrive. If the event gets canceled, the system adjusts the deal status accordingly. Or you can set up workflows to add new Pipedrive deals to Google Sheets, helping you track your sales progress more effectively.

But there’s more to it. You can create personalized introduction messages using AI tools, set up document generation for new deals, or establish complex multi-step workflows that involve other tools like Google Workspace.

Read more about other alternative tools:

• Pipedrive alternatives
• Calendly alternatives

Why Choose Zeeg over Calendly?

When selecting scheduling software, details matter. While Calendly has been a common choice for many businesses, Zeeg stands out with several key advantages that make it a superior option.

Enterprise-grade security. Data protection is at Zeeg's core. The platform has complete GDPR compliance through end-to-end encryption and ISO27001 certified data centers. This level of security gives businesses peace of mind when handling sensitive customer information, especially when dealing with operations or customers in the EU or UK.

Apple Calendar integration. Calendly stopped supporting new iCloud Calendar integrations, Zeeg maintains full Apple ecosystem integration. That basically means seamless syncing across your Apple devices while supporting other calendar services, ensuring you never miss an appointment regardless of your preferred platform.

Smart scheduling features. Zeeg knows how to handle complex scheduling scenarios with automatic timezone detection, smart availability rules, round robin distribution, and custom booking forms with conditional logic. The platform also offers group scheduling with capacity management, making it easier to coordinate team meetings and events.

Seamless Pipedrive integration. Through Zapier, Zeeg connects smoothly with Pipedrive and other CRM systems, automatically creating leads from bookings and updating deal stages based on meeting outcomes. This integration streamlines your sales process by keeping all customer information synchronized across platforms.