Once an appointment is confirmed from one of your Vyte pages, a new meeting activity is created on Pipedrive the according to contact.
If your guest's email address is already registered in your Pipedrive contact list, the Pipedrive activity is automatically added to the contact's activities.
If your email address is not registered in your Pipedrive contact list, a new contact is automatically created in your Pipedrive contacts. The contact information is filled in based on the information collected during the booking process (first name, last name, phone, company). The meeting activity is created when the contact is created.
The Pipedrive meeting activity is automatically updated whenever the meeting is changed, rescheduled, and/or canceled.
When connecting your Pipedrive account to your Vyte account, Vyte can:
Create an account
If someone books a meeting on your booking page, Vyte checks if the account already exists, if not, an account will be created in your Pipedrive account, using what is mentioned in the company, if this field is activated, otherwise using the domain of the email.
Create a deal
If someone books a meeting on your booking page, Vyte checks if the deal already exists, if not, a deal will be created in your Pipedrive account, using what is mentioned in the company, if this field is activated, otherwise using the domain of the email.
Create a contact
If someone books a meeting on your booking page, Vyte checks if the contact already exists, if not, a new contact will be created in the contact list of your Pipedrive account, using the information filled in by this person (First name, Last Name, Email, Phone, ...).
Create an activity
If someone books a meeting on your booking page, Vyte checks if the activity already exists, if not, a new activity will be created in the activity list of your Pipedrive account, using the information of the event (Date, Location, Invitees, Description, ...).
