Starter
Calendly
Create a deal in Pipedrive when someone cancels a meeting in Calendly
When someone cancels a meeting in Calendly, create a deal in Pipedrive.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 0
- Accounts
- 2
- Starts
- Someone cancels a meeting in Calendly, within seconds
UsesBeta
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- Someone cancels a meeting
- A booking canceled on the account’s Calendly, within seconds. A reschedule is a cancel and a new booking; skip those with the toggle.
- Create a deal
- A deal, linked to a person, in the stage you choose: the lead is in the pipeline.
- Starts whenSomeone cancels a meetingCalendly
- App stepCreate a deal
What each client fills in
Nothing to fill in. It needs the accounts it connects to, set up as its checklist says.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Calendly: Integrations & apps → API and webhooks → Personal access tokens → Generate new token, with the scopes scheduling_links:write (booking links) and, for the triggers, users:read, webhooks:read and webhooks:write. A token made before Calendly introduced scopes keeps full access.
In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Calendly, for “Someone cancels a meeting”
- Connect the client’s Pipedrive, for “Create a deal”
- Confirm with the client: The client’s Calendly is on a paid plan (Standard, Teams or Enterprise): Calendly sends webhook events only on those.
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