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
Google Meet - 30 min With Person X & Employee X
Company Name:
Goal:Make Training
Pipedrive Deal : https://outivy.pipedrive.com/deal/X
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!