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For anyone having trouble automating their appointments into their CRM.
In this video I go over how to hook up calendly and Pipedrive using Zapier.
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PandaDoc: c
Loom: p
Monday: a
Calendly: h
Timestamps:
0:00 Intro
0:11 Signing Up For Zapier
0:43 Trigger Step (Calendly)
1:08 Calendly API Key
1:48 Action Step (Pipedrive)
2:25 Signing Up For Pipedrive
7:06 Creating A Lead In Pipedrive
8:19 Creating A Deal In Pipedrive
10:37 Adding A Filter To Your Zap
11:51 Outro
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