How to add new projects in Pipedrive for every Calendly event scheduled is an automation tool that lets you automate actions across Pipedrive, Calendly, and many other apps. In this guide, we'll show you how to automatically run the “add project” action in Pipedrive for each event scheduled in Calendly using
Calendly logoCalendly > Pipedrive
Last triggered
Calendly logoEvent scheduled
Pipedrive logoAdd project

Create your playbook and set the Calendly trigger as "Event scheduled"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Event scheduled" under Calendly. Then, select details like event type and additional event types. This will allow your playbook to automatically detect the scheduled event and initiate necessary actions.

If this is your first time using a Calendly integration in, a prompt will guide you through the connection process.


Add the "Add project" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new event is scheduled in Calendly.

Click the "Add step" button, then locate the "Add project" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your Pipedrive account.


Activate your playbook

Activating your playbook is the final step to automate the addition of a new project in Pipedrive. Once turned on, it will respond whenever a new event is scheduled in Calendly by adding a new project in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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