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Sales · USE CASE

Find booked meetings that have no deal yet.

Match last week’s Calendly bookings to the people and deals in Pipedrive. See which meetings have no deal, which were marked as no-shows and which cancellations were never rebooked.

Data sources
Assistant
Destination
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A WORKED EXAMPLE

Which booked meetings from last week have no deal to follow up?

Booking groupBookingsNext step
Active, no deal in Pipedrive4Assign an owner
Marked as a no-show, deal open1Rebook or close

Meetings starting Nov 2–8 UTC · Both sources read Nov 12

Ten of the 12 bookings that started Nov 2–8 are still active. Six match a person with a deal in Pipedrive. Four have no deal to follow up, and one booking with an open deal is marked as a no-show.

WHERE THE RESULT GOES

Google Sheets

Export each data source report to Google Sheets, then add your analysis or checklist to the review Sheet.

Example use case

Ask. Follow up.
Take the next step.

✦ AI assistantSample use case
CalendlyPipedrive
YOU

  1. 01
    2 with no matching person · 2 with a person and no current dealAssign an owner

    Next

  2. 02
    Nov 5 demo · Open deal 9007Rebook or close

    Next

Meetings starting Nov 2–8 UTC · Both sources read Nov 12

01 · CONNECT YOUR DATA

Your tools. One place to ask.

2 of 3 Free data sources
No credit card · Daily refresh

DatapipeYour project
Your AI assistantor a report in Sheets / Data Studio
  1. Create your free workspace

    Sign up with your company email. Your first project opens on Data sources.

  2. Add the data sources

    Choose the accounts for this use case. Authorize access and select the property or site.

  3. Bring your question

    Connect your project to a supported AI assistant, or build your source reports.

Create a free account →
Setup steps & what you need

Email/password signups confirm their email first. Use Google signup with a company account if you prefer.

  • Calendly: Add the Calendly account of the person who hosts the meetings, using its supported sign-in or a personal access token that can read scheduled events. Setup guide ↗
  • Pipedrive: Add the intended Pipedrive company using its supported sign-in or your personal API token. You see the people and deals your Pipedrive permissions allow. Setup guide ↗

Free includes 3 data sources across the workspace. One account/property added to one project counts as one. Extra properties or the same account in another project use another slot.

02 · ASK A USEFUL QUESTION

Start with a prompt.
Follow the evidence.

Copy these in order into your connected assistant.
Each builds on the answer before it.

01

Read last week’s Calendly meetings

Read the full prompt
Use only this Datapipe project’s authorized data. Discover the connected accounts, datasets and compatible fields first. Confirm dates, timezones, currencies and data coverage. Keep missing or unmatched rows visible; never substitute sample data. Compare the sources explicitly and explain every match. Do not change source records or send messages.

From the connected Calendly account, read Scheduled event details with Event URI, Event name, Event status, Starts at, Created at, Total invitees and Active invitees for a window that covers the week I name. Keep events that started in that week in UTC and tell me the window you used. Then, for each event, read Invitees for an event with Invitee URI, Selected event URI, Invitee email, Invitee name, Invitee status, Rescheduled, Previous invitee URI, Replacement invitee URI, No-show recorded at and Created at. Return one row per invitee. Show canceled and rescheduled bookings separately and count a rescheduled booking once, under its new invitee. Tell me if any event could not be read.
02

Match invitees to Pipedrive people and deals

Read the full prompt
From the connected Pipedrive company, read People with Person ID, Person name, Email addresses, Deleted, Open deals, Won deals and Lost deals, and Deals inventory with Deal ID, Deal title, Person ID, Deal status, Created at, Won at, Lost at and Incomplete activities. Match each active invitee to a person by email, comparing every address on the person after trimming spaces and lowering case. Do not match by name; if a person with the same name exists under another email, list it as a question. Flag emails that match more than one person. For each matched person, list their deals and say which are open or were closed after the booking was created. An empty result can mean the record is outside my Pipedrive permissions, so say that instead of calling it missing.
03

Prepare the review list for the sales meeting

Read the full prompt
Prepare one table of the week’s active bookings with invitee name, email, meeting start, matched person, deal and deal status. Group it into: no matching person, person without a current deal, deal found, and marked as a no-show. Add short separate lists for canceled bookings that were not rescheduled, emails that match more than one person, and possible same-name matches. A booking with no no-show record is not confirmed as held; mark it “ask the host”. Do not add deal values across currencies. Draft the table in this conversation. Do not create or change anything in Pipedrive or Calendly.
Need to connect your assistant?Claude guide ↗ChatGPT guide ↗

03 · USE WHAT YOU FIND

Take the review list to the sales meeting.

  1. 01

    Read last week’s meetings and who booked them.

  2. 02

    Match each invitee to a person and their deals.

  3. 03

    Take the review list to the sales meeting.

Check the result at your next review.

Run the same review a week later for the following week’s meetings. Check that each booking on this list now has a deal or an agreed reason for not creating one, and compare the number of active bookings without a deal with this week’s four.

Implementation tips for this use case

Group the active bookings: no matching person, person without a current deal, deal found, and marked as a no-show. Ask the host whether each meeting took place, because Calendly records a no-show only when someone marks it. Someone who booked with a personal email may already be in Pipedrive under a work address, so list a same-name person as a question for the rep. Agree an owner for each booking without a deal, then copy the agreed list to the team’s Sheet. Your team creates the deals in Pipedrive.

WHEN YOU NEED MORE CONTEXT

Go a little deeper.

The method and reporting checks
behind this example.

How to find Calendly bookings that have no deal in Pipedrive

  1. Read last week’s meetings and who booked them.

    Add the host’s Calendly account and your Pipedrive company to one project. Read Scheduled event details for a window that covers the week. Events are selected by start time in UTC and include canceled ones. Calendly returns the events that involve the connected user, so add each host’s account if several people take meetings. Then read Invitees for an event, one event at a time, for each invitee’s email, status, reschedule references and any no-show record. A rescheduled booking appears twice: keep the new invitee and set the earlier one aside.

  2. Match each invitee to a person and their deals.

    Read People from Pipedrive with their email addresses, and Deals inventory with Person ID, status and dates. Both are current records at the read time, and you see what your Pipedrive permissions allow. Compare the invitee email with every address on each person after trimming spaces and lowering case. Count a deal when it is linked to the matched person and is open, or was won or lost after the meeting was booked. Keep invitees with no matching person, people with no current deal and emails that match more than one person as separate lists. Archived deals are a separate dataset, so read it before calling a deal missing.

  3. Take the review list to the sales meeting.

    Group the active bookings: no matching person, person without a current deal, deal found, and marked as a no-show. Ask the host whether each meeting took place, because Calendly records a no-show only when someone marks it. Someone who booked with a personal email may already be in Pipedrive under a work address, so list a same-name person as a question for the rep. Agree an owner for each booking without a deal, then copy the agreed list to the team’s Sheet. Your team creates the deals in Pipedrive.

See the complete example report
EXAMPLE REPORT

Which booked meetings from last week have no deal to follow up?

Meetings starting Nov 2–8 UTC · Both sources read Nov 12

Which booked meetings from last week have no deal to follow up?
Booking groupBookingsNext step
Active, no deal in Pipedrive4Assign an owner
Marked as a no-show, deal open1Rebook or close
WHAT TO LOOK ATTen of the 12 bookings that started Nov 2–8 are still active. Six match a person with a deal in Pipedrive. Four have no deal to follow up, and one booking with an open deal is marked as a no-show.

Take the review list to the sales meeting.

Luis Ortega and Grace Liu booked with emails that match no person in Pipedrive. Anna Berg matches a person with no deals. Ben Carter matches a person whose only deal was lost on Sep 18, before he booked on Nov 3. Calendly holds a no-show record for Sam Whitlock’s Nov 5 demo, created the same day. The matched person in Pipedrive has one open deal with no incomplete activities, so nothing is scheduled to follow it up.

Try the example with sample CSVs

Fictional rows matching the example above. Attach these files to your assistant for a sample analysis.

Data method, reporting checks & sources

Add the host’s Calendly account and your Pipedrive company to one project. Read Scheduled event details for a window that covers the week. Events are selected by start time in UTC and include canceled ones. Calendly returns the events that involve the connected user, so add each host’s account if several people take meetings. Then read Invitees for an event, one event at a time, for each invitee’s email, status, reschedule references and any no-show record. A rescheduled booking appears twice: keep the new invitee and set the earlier one aside. Read People from Pipedrive with their email addresses, and Deals inventory with Person ID, status and dates. Both are current records at the read time, and you see what your Pipedrive permissions allow. Compare the invitee email with every address on each person after trimming spaces and lowering case. Count a deal when it is linked to the matched person and is open, or was won or lost after the meeting was booked. Keep invitees with no matching person, people with no current deal and emails that match more than one person as separate lists. Archived deals are a separate dataset, so read it before calling a deal missing. Group the active bookings: no matching person, person without a current deal, deal found, and marked as a no-show. Ask the host whether each meeting took place, because Calendly records a no-show only when someone marks it. Someone who booked with a personal email may already be in Pipedrive under a work address, so list a same-name person as a question for the rep. Agree an owner for each booking without a deal, then copy the agreed list to the team’s Sheet. Your team creates the deals in Pipedrive.

Invitees are matched to people by email only; a same-name person is listed as a question, never merged. A rescheduled booking is counted once, under its new invitee. A deal counts when it is linked to the matched person and is open, or was closed after the meeting was booked. People and deals are current records at the read time, limited to what your Pipedrive permissions show.

  • Invitees are matched to people by email only; a same-name person is listed as a question, never merged.
  • A rescheduled booking is counted once, under its new invitee.
  • A deal counts when it is linked to the matched person and is open, or was closed after the meeting was booked.
  • People and deals are current records at the read time, limited to what your Pipedrive permissions show.
  • Access to the intended Calendly account or property.
  • Access to the intended Pipedrive account or property.
  • Invitees are matched to people by email only; a same-name person is listed as a question, never merged.

For blended reports, align dates, normalized URLs, and reporting grain. Query-level search rows must not duplicate page-level sessions.

Calendly API: scheduled events by start time ↗Calendly API: event invitees, reschedules and no-shows ↗Pipedrive API v2: people, email addresses and deals ↗Report starting points ↗

A FEW USEFUL ANSWERS

Before you start.

Why do I need both Calendly and Pipedrive?

Calendly holds the booking: who booked, when, and whether it was canceled, rescheduled or marked as a no-show. Pipedrive holds the people, deals and owners. Only the two together show a meeting that left no deal behind.

How are invitees matched to people in Pipedrive?

By email. The invitee’s email is compared with every email address stored on each person, ignoring case and surrounding spaces. Names are not used for matching, because two contacts can share one.

What if someone booked with a personal email?

They show as having no matching person. A person with the same name is listed as a possible match, and your rep confirms it before a deal is created or records are merged.

Does a booking without a no-show record mean the meeting took place?

No. Calendly stores a no-show only when the host marks one. Treat every other active booking as booked and not yet confirmed, and ask the host.

Does this cover the whole sales team?

Calendly returns the events that involve the connected user. Add each host’s Calendly account as its own data source, repeat the read and combine the lists.

Does the assistant create deals or contact invitees?

No. It prepares the review list in your conversation. Your team creates the deals in Pipedrive and decides who follows up.

YOUR NEXT STEP

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