Quick summary
Integrating Pipedrive with Calendly lets sales teams automatically sync meeting scheduling with their CRM pipeline. This step-by-step walkthrough covers how to install the Calendly app from the Pipedrive Marketplace and complete OAuth authorization in minutes.
Steps
- On your Pipedrive dashboard, click Marketplace.
- Search for "Calendly" in the search bar.
- Find Calendly in the results, then click "Try now" to proceed.
- Click "Authorize" to begin the OAuth connection.
- Customize the user selection settings and click "Next".
- Click "Allow and Install" to complete the integration.
- The Calendly integration is now active, enhancing your scheduling and pipeline productivity.
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