Best video walkthrough I've ever seen. Tried fixing this on my own first, then came to YT, found this video and in a way, it saved my life. Thank you, going scavenging now for more time saving tips on your channel.
@@minor-co Hey Paul! Slight hiccup with following your setup 😅 If you've got some advice I'd highly appreciate it! When a client reschedules a meeting through our round-robin on Calendly, the integration in your video enters a new deal in Pipe. Meaning we have quite a lot of duplicates going on clogging up the pipe 😄 Any suggestion on how to fix this in the zap?
Great video, thanks! However, adding the activity in the end now creates a second event on my calendar, one created by Calendly and then the activity created by Pipedrive. Is there a way to have the activity in Pipedrive recognize the Calendly event as a valid activity instead of adding a second one?
In your Calendly settings, I'd recommend customising this so that you don't sync the activities related to your Calendly calls (this is what I do). I use a separate activity type called 'Introductory Call' which doesn't sync to my calendar.
Hi, great video and really helped me. A couple of questions: 1) the phone number field isn't showing up in pipedrive even though that is something the calendly invitee has to answer. The name and email do show up however. 2) The new deal only shows up on their contact card and not in the visual deal page I have set up. Please help.
1) Try clicking the arrows at the top of the person box and you can expand the area to show all fields. You should see the phone number there. 2) Do you have multiple pipelines? If so, check you're looking at the correct one.
Great video, very simple and easy to understand! Just a quick question, is Calendly pro mandatory to create any automation or is it also doable with the free version?
Hey Paul! I am your number 1 fan here from Philippines.. You're great trainer!! Thanks for using the filter! Now I know how to properly use it. I have a question. How about If I wanted to see or connect all of my calendly link.. Not just demo call on your part. Does this cause double booking? Currently we are experiencing double booking. Any suggestions. We are using calendly embed to our website. Then automatically added to our pipedrive. Also some advisers using the Pipedrive to schedule a meeting. All their calendar are synced to calendly and pipedrive. Thanks in advance 🙏🙏🙏
Thanks, glad the video was useful. Yes, you can make the Zap work with multiple event types, although I'm not sure why you'd be seeing duplicates. I would need to see your Zap...
For the life of me I cannot get the first filter to word exactly as outlined in your video. Only continue if: 1.Event Type Name (text) Contains ...can't find simply Statement review. I have Event type Name Statement Review but it won't pass the filter as such....
![How we manage our client calls with Calendly and Asana [Behind the Scenes]](http://i.ytimg.com/vi/fh9IAjGDUNQ/mqdefault.jpg)
![How we manage our client calls with Calendly and Asana [Behind the Scenes]](/img/tr.png)
Best video walkthrough I've ever seen. Tried fixing this on my own first, then came to YT, found this video and in a way, it saved my life. Thank you, going scavenging now for more time saving tips on your channel.
Thanks Lucas, glad this was useful!
@@minor-co Hey Paul! Slight hiccup with following your setup 😅 If you've got some advice I'd highly appreciate it! When a client reschedules a meeting through our round-robin on Calendly, the integration in your video enters a new deal in Pipe. Meaning we have quite a lot of duplicates going on clogging up the pipe 😄 Any suggestion on how to fix this in the zap?
You are the best tech teacher!!! Thanks so much for this video!
Thanks Anne, glad I could help :)
thank you man !!! i spent 3 hours didn't know how to do filtering hahahaha .. appreciated
Glad I could help!
Awesome tutorial, thanks a lot!
You're welcome 😀
my zap keeps turning off, it says everything is running fine and the apps are connected properly it just keeps turning off. Any suggestions?
Weird. I'm not sure sorry without seeing your account. I'd suggest contacting Zapier support for this.
Great video, thanks! However, adding the activity in the end now creates a second event on my calendar, one created by Calendly and then the activity created by Pipedrive. Is there a way to have the activity in Pipedrive recognize the Calendly event as a valid activity instead of adding a second one?
In your Calendly settings, I'd recommend customising this so that you don't sync the activities related to your Calendly calls (this is what I do). I use a separate activity type called 'Introductory Call' which doesn't sync to my calendar.
@@minor-co Great, thanks!
Amazing video, helped me so much!
You're welcome 😀
Hi, great video and really helped me. A couple of questions: 1) the phone number field isn't showing up in pipedrive even though that is something the calendly invitee has to answer. The name and email do show up however. 2) The new deal only shows up on their contact card and not in the visual deal page I have set up. Please help.
1) Try clicking the arrows at the top of the person box and you can expand the area to show all fields. You should see the phone number there. 2) Do you have multiple pipelines? If so, check you're looking at the correct one.
Thanks for the video! It was very useful! I just got a task recently where I need to connect Calendly to Pipedrive via Zapier 🙂
Glad I could help 😀
Great video, very simple and easy to understand! Just a quick question, is Calendly pro mandatory to create any automation or is it also doable with the free version?
I believe you can use Zapier on the free version but I'd suggest double checking.
I'm having an issue where the "phone number" section from calendly goes under "location" when in zap configuration. Do you have any input on this?
Hm, sounds like you have mapped the phone number field to the wrong field in Pipedrive. But it's hard to say for certain without seeing your Zap.
Hey Paul! I am your number 1 fan here from Philippines.. You're great trainer!! Thanks for using the filter! Now I know how to properly use it.
I have a question. How about If I wanted to see or connect all of my calendly link.. Not just demo call on your part. Does this cause double booking? Currently we are experiencing double booking. Any suggestions.
We are using calendly embed to our website. Then automatically added to our pipedrive. Also some advisers using the Pipedrive to schedule a meeting. All their calendar are synced to calendly and pipedrive.
Thanks in advance 🙏🙏🙏
Thanks, glad the video was useful. Yes, you can make the Zap work with multiple event types, although I'm not sure why you'd be seeing duplicates. I would need to see your Zap...
Hello do you have a Video, that explains when the Invitee cancels an Event, and through this, the activity gets automatically updated?
Sorry not right now but thanks for the suggestion.
@@minor-co always here to help, hahaha.
Thanks, btw for your Content - it's awesome to me
For the life of me I cannot get the first filter to word exactly as outlined in your video. Only continue if: 1.Event Type Name (text) Contains ...can't find simply Statement review. I have Event type Name Statement Review but it won't pass the filter as such....
NM I got it. Had to simply TYPE IN Statement review as opposed to looking for it in a drop down .
Nice one!
Can one do this with incoming leads via email?
Yes, I just responded to your other comment.
so book calls are deals, did anybody buy anything yet?
Yes, when someone books a call it creates a deal in my pipeline for the new inquiry.