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21.03.2025
7 minutes
Author: Artem Tykhonov
How to Integrate Pipedrive with Meeting Schedulers: A Step-by-Step Guide
Are your sales managers spending too much time coordinating meetings? Missed calls and calendar chaos reducing sales efficiency? In this article, we’ll show you how to automate the meeting booking process in Pipedrive and what you need to get started.
What Are Meeting Schedulers?
Meeting schedulers are online tools that help automate the process of booking meetings, calls, and consultations. They allow clients to independently choose a convenient time based on the manager’s availability, significantly simplifying communication organization. These tools integrate with calendars and CRM systems, minimizing manual work and reducing the risk of missed meetings.
Why Integrate Pipedrive with Meeting Schedulers?
Integrating Pipedrive with scheduling systems enables you to:
Automate bookings – Clients can independently select a convenient time for a call or meeting.
Reduce missed meetings – Reminders and automatic updates in CRM help prevent no-shows.
Save managers’ time – Automatically add scheduled meetings to Pipedrive.
Improve the client experience – A seamless booking process without unnecessary communication.
Automatically update lead statuses – Move leads to the appropriate stage in the sales pipeline after booking a meeting.
Optimize work schedules – Avoid overlapping meetings and manager overload.
Collect additional client information – Use forms before scheduling meetings.
Integrate with other tools – Sync with calendars, video conferencing services, and payment systems.
Best Meeting Schedulers for Pipedrive Integration
Calendly
Calendly is one of the most popular tools for automatic meeting scheduling. Integrating it with Pipedrive allows you to automatically create deals or contacts after a meeting is booked.
Features: Automatic meeting scheduling, integration with Google Calendar, Outlook, Zoom.
Advantages: User-friendly interface, customization of different meeting types.
Best for: Small and medium-sized businesses, consultants, recruiters.
Pricing: Free plan with basic features, paid plans start at $10/month.
Microsoft Bookings
Microsoft Bookings is perfect for companies using the Microsoft ecosystem. Integrating it with Pipedrive helps automatically store client and meeting details in the CRM.
Features: Sync with Microsoft 365, work hours customization, group meeting management.
Advantages: Deep integration with Microsoft Outlook and Teams.
Best for: Businesses using the Microsoft ecosystem.
Pricing: Included in Microsoft 365.
Acuity Scheduling
Acuity Scheduling is another powerful scheduler that helps manage meeting schedules, reminders, and payments.
Features: Online booking, automatic reminders, prepayment options.
Advantages: Flexible customization, integration with payment systems (Stripe, PayPal).
Best for: Consultants, coaches, fitness trainers.
Pricing: Starts at $16/month.
YouCanBook.me
YouCanBookMe is an easy-to-use scheduling tool designed for small businesses to save time and attract more clients.
Features: Integration with Google Calendar, customizable booking pages.
Advantages: Simplicity, automated email notifications.
Best for: Freelancers, small businesses.
Pricing: 14-day free trial, then from $10/month.
How to Set Up the Integration?
1. Choose the meeting scheduler that best fits your business.
2. Integrate it with Pipedrive using built-in options or via Zapier/Make.
3. Set up automatic contact and deal creation after a meeting is booked.
4. Add reminders for clients and managers to avoid missed meetings.
5. Ensure all events sync with your team’s calendar.
Conclusion
Integrating Pipedrive with meeting schedulers significantly simplifies the organization of meetings, enhances managers’ efficiency, and improves the client experience. By using these tools, companies can minimize manual work, reduce missed meetings, and automate workflows. The best scheduler depends on your business needs, the ecosystem you use, and your budget.
Want to automate your meeting scheduling process? Our team will professionally set up Pipedrive integration with schedulers, so your managers can focus on sales, not scheduling.
Olena Melnychuk
Chief Operating Officer
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