In this how-to guide

How to automate adding a Pipedrive task when an event is upcoming in Google Calendar
1. Create your playbook and set the Google Calendar trigger as "Event upcoming"
2. Add the "Add task" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Google Calendar
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More how-to guides featuring Pipedrive and Google Calendar

Integrationsarrow_forwardGoogle Calendar Integrationsarrow_forwardGoogle Calendar + Pipedrive Integrationsarrow_forward

How to automate adding a Pipedrive task when an event is upcoming in Google Calendar

How to automate adding a Pipedrive task when an event is upcoming in Google Calendar

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Calendar, and many other apps.

Try it in Relay.app

1

Create your playbook and set the Google Calendar trigger as "Event upcoming"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Event upcoming" under Google Calendar. Then, select the necessary details. This will allow your playbook to automatically detect the new upcoming event in Google Calendar and initiate necessary actions.

If this is your first time using a Google Calendar integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add task" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new task a day before the specific scheduled event in Google Calendar.

Click the "Add step" button, then locate the "Add task" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new task in Pipedrive. Once turned on, it will respond a day before the specific scheduled event in Google Calendar by adding a new task in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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