Schedule and confirm revenue ops meetings with Pipedrive, Google Calendar and Slack

Categories

CRM Automation, Revenue Operations, Sales Operations, Meeting Automation

Build a Revenue Ops Meeting Pipeline with Pipedrive, Calendar, Slack

This workflow creates a CRM-driven revenue operations meeting pipeline that automatically coordinates meetings once a deal reaches a specific stage in Pipedrive.

When a deal moves into the Meeting Booking stage, the workflow waits for the SDR to complete the meeting details, creates the event in Google Calendar, sends a confirmation email to the client, and notifies the internal team in Slack.

The result is a reliable, no-manual-work system that ensures meetings are scheduled, confirmed, and communicated without human follow-up.

Benefits

• CRM as the Single Source of Truth
  All automation is triggered directly from deal stage changes.

• Reduced No-Shows
  Clients receive timely meeting confirmations with correct links and times.

• Zero Manual Coordination
  No copying links, sending reminders, or checking calendars.

• Internal Visibility
  Sales teams receive Slack reminders automatically.

• Time-Zone Safe Scheduling
  Meeting times are calculated and normalized automatically.

How It Works

Deal Stage Trigger (Pipedrive)

• Listens for deal updates in Pipedrive
• Runs only when the deal enters the Meeting Booking stage
• Prevents execution on irrelevant pipeline changes

Controlled Wait Logic

• Pauses execution to allow the SDR to:
  • Add the meeting link
  • Set date, time, and duration
• Ensures data completeness before scheduling

Data Extraction & Enrichment

• Fetches full deal details
• Extracts:
  • Client name and email
  • Company name
  • Meeting link
  • Meeting date and time
• Calculates ISO start and end times with time-zone handling

Calendar Event Creation (Google Calendar)

• Creates a calendar event automatically
• Adds the client as an attendee
• Inserts the meeting link as the event location

Client Email Confirmation

• Sends a personalized confirmation email
• Includes meeting date, time, and context
• Reduces rescheduling and confusion

Internal Slack Notification

• Sends a reminder to a selected Slack channel
• Notifies SDRs and sales managers of upcoming meetings
• Keeps teams aligned without CRM checking

Required Setup

Pipedrive

• Deal pipeline with a defined Meeting Booking stage
• Meeting details stored in deal activities

Google Calendar

• OAuth access enabled
• Permission to create events

Gmail

• OAuth access enabled
• Email sending permissions

Slack

• OAuth access enabled
• Target channel selected

Business Use Cases

Sales Teams

• Eliminate missed meetings and manual reminders
• Reduce admin work for SDRs

Revenue Operations

• Standardize meeting execution across pipelines
• Improve forecasting reliability

Founders & Managers

• Increase meeting attendance without micromanagement

Agencies & Consultants

• Deliver CRM-based RevOps automation to clients

Difficulty Level

Intermediate

Estimated Build Time

45–60 minutes

Monthly Operating Cost

• Pipedrive: Existing plan
• Google Calendar: Free
• Gmail: Free
• Slack: Free or paid workspace
• n8n: Self-hosted or cloud

Typical range: $0–20/month

Why This Workflow Works

• Deal stage changes represent real sales intent
• Waiting logic prevents broken automations
• Calendar-first execution ensures reliability
• Multi-channel notifications reduce human error

Possible Extensions

• Add SMS or WhatsApp reminders
• Auto-cancel meetings on stage rollback
• Log meeting outcomes back to Pipedrive
• Trigger post-meeting follow-ups
• Add AI-generated meeting summaries