Integrating Zeeg with streamlines your scheduling process by automating the creation of events in both Zeeg and Pipedrive. This integration ensures that your meetings are synced seamlessly, allowing for better time management and client interaction.
Zeeg's integration with Pipedrive streamlines your workflow when a Zeeg meeting is scheduled or canceled by:
Creating a contact if a contact with the email address of your invitee is not found.
Creating and updating activities for that contact.
Adding the Host(s) as the Owner(s) of the activity on Pipedrive.
Before you begin, ensure the followings:
You are the on Zeeg.
You have a Business subscription of Zeeg.
An active Pipedrive account (either free or paid version).
Administrative privileges in Pipedrive.
Visit your page on Zeeg.
Select Pipedrive.
Click on Connect Pipedrive; you will be redirected to Pipedrive to authenticate and connect Zeeg.
Select Allow and Install.
The Pipedrive integration behaves as follows:
For Contacts:
Pipedrive searches for the invitee's email to either update an existing contact activities or create a new one.
If Pipedrive does find a matching contact for the invitee's email, the contact details and linked activity details will be updated.
Contact Ownership:
If a new contact is created, and the email of the meeting host matches a Pipedrive user in the same organization, that user will be set as the Contact Owner.
However, if the host's email address does not match a Pipedrive user, the Contact Owner will be set to the Organization owner (the one that enabled the integration between Zeeg and Pipedrive).
Activities: whenever an invitee schedules a meeting via Zeeg, Pipedrive will automatically generate a new "Meeting" activity entry for the contact. This entry includes several details:
Name of the meeting as "Meeting - Zeeg: [Name of the Event]".
Event's description: host of the event, attendees, location details, questions and answers.
Outcome: Depending on the event's status, can be "Scheduled" or "Cancelled".
Owner, or emails of the Host(s).
Participants (Attendees): Attendees will be matched (or created) via their email to Pipedrive's Contacts, and then added as participants of the activity.
Starting date and Duration.
Event updates:
When a meeting is cancelled via Zeeg, "[Cancelled] will be added to the meeting name, and the activity outcome will be set to "Cancelled".
When a meeting is rescheduled via Zeeg, "[Rescheduled]" will be added to the meeting name of the activity for the original event and its outcome will be set to "Cancelled". A new meeting activity will be created for the newly scheduled event.
Modifying the meeting's details directly in Pipedrive won't change the Zeeg event.
It is possible to disconnect the integration in either one of two ways:
Within Zeeg: Navigate to , select Pipedrive, and click Disconnect.
In Pipedrive: Uninstall the Zeeg app via the , under Connected apps.
If duplicate events are appearing in your Google or Outlook calendar, it may be because you're using Zeeg's calendar synchronization along with Pipedrive's calendar sync. To resolve this, consider disabling the , or set it as a One-way sync (from Pipedrive to your calendar, but not vice versa). Remember, this might affect all your events in Pipedrive, not only those from Zeeg.
