How to automatically create events in Google Calendar for new Pipedrive deals

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Deal added" under Pipedrive. Then, select the relevant details of the deal. This trigger will automatically detect all the deals added in Pipedrive to create new events in Google Calendar.

If this is your first time using a Pipedrive integration in Relay, you'll be prompted to connect your Pipedrive account.

Integrate the Google Calendar automation into your playbook to ensure the prompt creation of new events in Google Calendar for every new deal created in Pipedrive. Add a new step and select "Create event" from the list of Google Calendar automations.

Connect Google Calendar to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Pipedrive to automatically pass along the right data.

Activating your playbook is the final step to automate creating a new Google Calendar event for every new deal created in Pipedrive. Once turned on, it will respond to every new deal created in Pipedrive by creating a new event in the Google Calendar event 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 sent correctly.