Wednesday, June 19, 2024 · 2 min read

Pipedrive CRM now works with Cal.com

Assantewa Heubi
Assantewa HeubiWriter & Content Creator
Pipedrive CRM now works with Cal.com

Calendar scheduling that works

Calendar scheduling infrastructure is about more than just booking appointments and meetings. It's about teamwork. Using Cal.com helps organizations of all sizes streamline the way they work. This means that there's less back and forth and more impact. Unlike a lot of our contemporaries, we believe that the ideal calendar scheduling environment is one that's customizable. This is why we're open-source, developer friendly, and modular.

We know that one size doesn't fit all, and we know that in order for our product to be accessible, we need to offer different pathways to success. Our app store helps to make this possible by acting as a repository for all of our low-code and no-code integrations. Using the Cal.com app store means that Cal.com account holders can enjoy features like monetization, analytics, and much more with just a click of a button.

One category that we are excited to say has been growing recently within the Cal.com app store is our CRM offerings. These are tools which are designed to help facilitate communication and problem-solving between service providers and clients.

What is Pipedrive?

Pipedrive is more than just a sales tool; it's a product that's been built by salespeople. This means that its tools and resources have been put together by people with practical, as opposed to only theoretical, experience in sales. This makes a huge difference; it means that Pipedrive is an intuitive joy to use. The product comes packed with time-saving features that help to facilitate automation and customer relationship management.

Cal.com users have the option of pairing our scheduling infrastructure with Pipedrive’ CRM system. Doing this is a great way of enhancing your efficiency by eliminating bottlenecks. This frees up essential personnel by reducing the amount of time they have to spend on the rote repetitive tasks that underpin everything.

It is important to note that in order to take full advantage of the CRM app, a Pipedrive account is required. Luckily, Pipedrive’s pricing is extremely competitive, and they offer a free trial so that you can verify that their solution works for you before committing.

How to add Pipedrive:

  1. Login to your Cal.com account.

  2. There should be a navigation menu on the left-hand side of your screen.

  3. Please select the item labeled "Apps."

  4. Next, use the arrows on the right-hand side of the screen to scroll through the featured categories until you find one labeled "CRM."

  5. Please click on the CRM category.

  6. Scroll down and select Pipedrive CRM by clicking on the details button.

  7. Now you should see a black button marked "Install App."

  8. Please click on this button; it should open a new tab.

  9. You'll now be asked to enter your Pipedrive account information.

  10. Once you've done this, simply click the login button and then follow the rest of the on-screen prompts to finish connecting Pipedrive to your Cal.com account.

Choosing to use Pipedrive in combination with Cal.com is an easy way to combine time-saving best practices, redefine processes, and experience a new level of efficiency.

Cal.com is now FREE for individuals - sign up here!

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