Using Zapier to trigger Pipedrive activities from Google Calendar events is an efficient way to synchronize your schedule with your sales workflow. Here’s how to set it up:
- From your 'Zapier' dashboard, select 'Zap'.
- Click on the 'Trigger' field to select the event.
- Search and select 'Google Calendar' as your trigger app.
- Select a trigger event.
- Connect your Google Calendar account.
- Choose the specific calendar to monitor for events and click 'Continue'.
- Click 'Test trigger' to ensure Zapier detects sample event data.
- In the 'Action' section, search for and select 'Pipedrive'.
- Select an action event.
- Connect your Pipedrive account.
- Customize the action details in Pipedrive and click 'Continue'.
- Click 'Test step'.
- Once the test is successful, click 'Publish'.