Connect Planyo Online Booking and Pipedrive to Build Intelligent Automations
Choose a Trigger
When this happens...
Customer Is Updated
New Reservation
Reservation Is Checked In
Reservation Is Checked Out
Reservation Cancelled By Admin
Admin Modifies Reservation
Reservation Is Confirmed
New Payment Received
Reservation Modified by Customer
Reservation Cancelled by Customer
Choose an Action
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Ready to use Planyo Online Booking and Pipedrive automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Is Updated
Runs when Customer Is Updated
New Reservation
Runs when New Reservation Is Created
Reservation Is Checked In
Runs when Reservation Is Checked In
Reservation Is Checked Out
Runs when Reservation Is Checked Out
Reservation Cancelled By Admin
Runs when reservation cancelled by admin
Admin Modifies Reservation
Runs when admin modifies reservation
Do thisActions
Action is the task that follows automatically within your Planyo Online Booking integrations.
Create Customer
Create a new customer
Create Reservation
Create a new reservation in Planyo
Create Vacation
Add a period of unavailability for a resource or the entire site.
Create Person
Creates a new person (contact) with optional phone, email, owner, organization, labels, and visibility.
Find User
Finds a user by name, email, or id.
Find Deal
Finds a deal by any field and optionally creates one if none is found.
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Step by step guides to integrate Planyo Online Booking and Pipedrive
Frequently Asked Questions
To start, connect both your Planyo Online Booking and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Planyo Online Booking triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how Planyo Online Booking data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between Planyo Online Booking and Pipedrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planyo Online Booking and Pipedrive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Planyo Online Booking
Planyo is an online reservation system which can be used by any business taking bookings. It's used, amongst others, by businesses offering vacation properties, car rentals, hotels, driving schools, yacht charters, doctors and therapists, conference rooms, tennis courts, car parks, event tickets or any other bookings you could imagine.
Learn MoreAbout Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn More
