Integrations used
Time saving
5 min
Action
Get
description
This playbook will show all existing Pipedrive contacts of Google Calendar event participants.
Saves at least
5 min
Get
all Pipedrive contacts from an event
playbook Template
Get all Pipedrive contacts from an event
This playbook will show all existing Pipedrive contacts of Google Calendar event participants.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Find events
Action
Find event participant email addresses
Action
Find Pipedrive person
Action
Bardeen's playbook 'Get all Pipedrive contacts from an event' is designed to efficiently gather contact details from event participants in Google Calendar and match them with existing contacts in Pipedrive. Ideal for sales professionals, this workflow simplifies the process of tracking and organizing leads from various events, enabling you to focus on engagement and follow-up strategies.
Here's how this workflow retrieves Pipedrive contacts from Google Calendar event attendees:
- Step 1: Find Google Calendar events - Bardeen locates the events in Google Calendar based on the criteria you specify, such as event names or dates.
- Step 2: Extract participant emails - Once the event is identified, Bardeen extracts the email addresses of all participants listed in that event.
- Step 3: Retrieve Pipedrive contacts - Bardeen then searches for these email addresses in Pipedrive to find matching contacts, providing a seamless connection between your event attendance and CRM data.
How to run the playbook
This playbook will discover all existing Pipedrive contacts in a given Google Calendar event.
The playbook pulls up all participants’ email addresses and matches them to any corresponding Pipedrive contacts.
You can click on the “view person” button to open a corresponding contact page in Pipedrive.
Uncover supplementary integration possibilities for Pipedrive automation, Google Calendar integrations, or Google Calendar and Pipedrive combined, or modify the playbook to better fit your particular workflow requirements.
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