Pipedrive + SkipUp

Connect Pipedrive and SkipUp through Zapier to automatically schedule meetings when deals move through your pipeline. SkipUp’s AI contacts the prospect via email to find a time.

What you’ll build

Zap 1: Pipedrive deal stage change → SkipUp creates meeting request Zap 2 (optional): SkipUp meeting booked → Create Pipedrive activity

Prerequisites

• SkipUp connected to Zapier (setup guide)
• Pipedrive connected to Zapier
• A Pipedrive pipeline with a scheduling stage (e.g., “Demo Requested”)

Zap 1: Deal stage → Meeting request

Step 1: Set up the Pipedrive trigger

1. Create a new Zap
2. Pipedrive → Updated Deal trigger
3. Add a filter: Stage = “Demo Requested”
4. Test to pull sample data

Step 2: Add the SkipUp action

1. Add SkipUp → Schedule Meeting
2. Map the fields:

SkipUp field	Pipedrive mapping	Notes
Organizer Email	{{Owner Email}}	Deal owner
Participant Emails	{{Person Email}}	Associated contact
Meeting Title	Demo: {{Deal Title}}	Calendar invite title
Meeting Purpose	Product demo for {{Organization Name}}	AI outreach context
AI Instructions	See template below	CRM context

AI Instructions template for Pipedrive

Prospect: {{Person Name}}
Company: {{Organization Name}}
Deal: {{Deal Title}} ({{Deal Value}} {{Deal Currency}})
Stage: Demo Requested

Notes:
{{Deal Note}}

Instructions: Schedule a product demo. Keep the email friendly and concise.
Reference their company name and any specific interests from the notes.

Step 3: Test and activate

1. Click Test step to create a meeting request
2. Verify in SkipUp
3. Turn on the Zap

Zap 2: Meeting booked → Pipedrive activity

Step 1: SkipUp trigger

1. Create a new Zap → SkipUp → Meeting Scheduled

Step 2: Create a Pipedrive Activity

1. Add Pipedrive → Create Activity
2. Map fields:

Pipedrive field	SkipUp mapping
Subject	SkipUp: {{title}}
Type	Meeting
Note	Scheduled by SkipUp. Participants: {{participant_emails}}
Person	Look up by {{participant_emails}}

Step 3: Update the deal stage

Add another action:

1. Pipedrive → Update Deal
2. Move to “Demo Scheduled” stage

Handling cancellations

1. SkipUp → Meeting Cancelled trigger
2. Pipedrive → Create Activity → “Meeting cancelled — follow up needed”
3. Optional: Move deal back to “Demo Requested”

Troubleshooting

“Invalid organizer” — The deal owner’s email must match a SkipUp workspace member.

No person email — Make sure the Pipedrive deal has a linked person with an email address.

What’s next

• HubSpot + SkipUp — HubSpot integration guide
• Salesforce + SkipUp — Salesforce integration guide
• How to Write Great AI Context — Tips for better AI emails
• Troubleshooting Zapier — Common issues and fixes