How to automatically add notes in Pipedrive for new Google Calendar events

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Calendar, and many other apps. In this guide, we'll show you how to automatically add note in Pipedrive for each event scheduled in Google Calendar using Relay.app.
Google Calendar logoGoogle Calendar > Pipedrive
Trigger
Last triggered
Google Calendar logoEvent scheduled
Pipedrive logoAdd note
1

Add the Google Calendar "Event scheduled" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Event scheduled" under Google Calendar. Then, select the calendar and relevant details. This trigger will automatically detect all the scheduled events in Google Calendar to add notes in Pipedrive.

If this is your first time using a Google Calendar integration in Relay, you'll be prompted to connect your Google Calendar account.

2

Add the Pipedrive "Add note" automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of notes in Pipedrive for every new event scheduled in Google Calendar. Add a new step and select "Add note" from the list of Pipedrive automations.

Connect Pipedrive to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Google Calendar to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate adding new notes in Pipedrive for every new event scheduled in Google Calendar. Once turned on, it will respond to a new scheduled event in Google Calendar by adding a new note 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 sent correctly.

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