This project set up Pipedrive around the team's sales process. Calendly bookings create or update deals and meeting activities automatically. Staff can keep customer conversations and next steps together.
What was built
- Sales stages and customer details tailored to the team's work.
- Calls and meetings tracked against customer records.
- Calendly bookings that create or update Pipedrive deals.
- Meeting attendees added to the matching records.
- Cancelled bookings removed from the relevant meeting activities.
Recently touched
- 2025-02-05 Calendly events: enrich with pipedrive data Done
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