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With our Pipedrive integration you can sync data between Cal.com and your Pipedrive account, so every booking, reschedule, and cancellation is automatically reflected in your CRM.

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Basic functionality

  • On booking, we create an activity in Pipedrive and associate it with the attendee’s person record
  • On reschedule, we update the activity’s date and time
  • On cancellation, we mark the activity as deleted

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Installing Pipedrive

You can install the Pipedrive app for your personal account or for a team you administer.

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Personal install

  1. Go to the App Store and select Pipedrive CRM.
  2. Click Install.
  3. You’ll be redirected to Pipedrive to authorize Cal.com.
  4. After approving, you’ll be returned to Cal.com and the app will be available on your event types.

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Team install

If you’re an admin or owner of a team, you can install Pipedrive for the team so that bookings on team event types sync to a shared Pipedrive workspace.
  1. Go to your team’s Apps page in Cal.com.
  2. Find Pipedrive CRM and click Install.
  3. Select the team you want to install the app on.
  4. Authorize Cal.com in Pipedrive when redirected.
Only team admins and owners can install or remove the Pipedrive credential on a team. Once installed, the team’s Pipedrive credential is available to any team event type.

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Event type options

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Do not create new records for guests added to the booking

If this option is enabled, we will only handle creating activities under the main attendee of the event and not additional guests.

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Skip creating contacts if they do not exist in Pipedrive

If this option is enabled, skip creating new person records if they do not exist in Pipedrive already. We search for contacts based on the attendee email.

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Required permissions

When you authorize Cal.com, Pipedrive grants the following scopes:
  • deals:read, deals:write
  • persons:read, persons:write
  • activities:read, activities:write
These permissions allow Cal.com to look up attendees, create activities for bookings, and update or delete activities when bookings change.