In this how-to guide

How to create Pipedrive deals from new Google Calendar events
1. Add the Google Calendar "Event scheduled" trigger
2. Add the Pipedrive "Add deal" automation
3. Turn on the playbook
Learn more about integrating with Pipedrive and Google Calendar
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How to create Pipedrive deals from new Google Calendar events

How to create Pipedrive deals from 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 use Relay.app to automatically run the Pipedrive “Add deal” action for each Google Calendar “Event scheduled” event.

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Google Calendar > Pipedrive

Trigger

Last triggered

Event scheduled

Add deal

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 detect all the new event scheduled in Google Calendar to create deal 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 deal" automation

Integrate the Pipedrive automation into your playbook to ensure the prompt creation of deals in Pipedrive for every new event scheduled in Google Calendar. Add a new step and select "Add deal" 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 creating new deals in Pipedrive for every new event scheduled in Google Calendar. Once turned on, it will respond to a newly scheduled event in Google Calendar by creating a new deal 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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