Automatically handle Business Meetings: From business appointments to the CRM while alerting the sales team

Automatically handle Business Meetings: From business appointments to the CRM while alerting the sales team

In today’s fast-paced business environment, the era of manual data entry is rapidly fading into obsolescence. Automation is not just a choice; it’s a necessity. With the swift advancements in technology; routine and repetitive tasks can now be handled effortlessly. As tools like Pipedrive, Slack, and Calendly become cornerstones in modern workflows, it’s essential to integrate them for a streamlined process.

Business Context:

In light of this, we’re delving into a Make scenario that not only automates but also proves pivotal in saving valuable time. We shall illustrate a seamless process, one where updates are effortlessly synchronized between Pipedrive and Slack every time a Calendly event materializes, all powered by the magic of APIs. This approach is the epitome of leveraging technology for efficiency, ensuring you focus on what truly matters in your business.

Step by Step walkthrough :

  • Step 1: Establish a connection between your Calendly account and the “Make” scenario to gain insights into unfolding events.
  • Step 2:Identify the type of event: New appointment & Canceled appointment.
  • Step 3: Promptly notify Slack about any appointment cancellations.

  • Step 4: Gather comprehensive information entered in Calendly when a new appointment is booked.

  • Step 5: Check Pipedrive to determine if the contact already exists
  • Step 6: If the contact doesn’t exist create in Pipedrive

The person,

The organization,

Link the two: person & organization,

New deal,

Notes regarding the appointment in the deal,

Task for the sales team

  • Step 7: If the contact does exist in Pipedrive

Update the contact info

List associated deals

Add a note in the existing deal

  • Step 8: Establish a fallback route to notify Slack in case of any scenario failure.
  • Step 9: Notify through Slack the new appointment

Message idea:

New Appointment the 09-14-2023 at 3 PM

:calendrier:23x23 Google Meet - 30 min With Person X & Employee X

Company Name:

Goal:Make Training

Pipedrive Deal :

Key Performance Indicators (KPIs):

Time Saved: 10 minutes per prospect

Money Saved: around 300 $ per month per salesperson

Tools Used:

  • Make
  • Calendly
  • Pipedrive
  • Slack

By integrating Calendly with Pipedrive and Slack, we can automate tedious tasks and ensure that our team stays in the loop about important events. While this is a basic scenario, you can expand and customize it to better fit your specific needs. The power of automation is truly limitless!

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