Schedule and Confirm Revenue Ops Meetings with Pipedrive, Google Calendar…

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "id": "DXiv1-EoPCc1WF_bu2HtN",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Pipedrive ops Automation",
  "tags": [],
  "nodes": [
    {
      "id": "64122695-fa8e-4ec4-a42a-b1a202aaf878",
      "name": "Pipedrive Trigger",
      "type": "n8n-nodes-base.pipedriveTrigger",
      "position": [
        -224,
        -80
      ],
      "parameters": {
        "action": "change",
        "entity": "deal"
      },
      "credentials": {
        "pipedriveApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "975975ef-6f2d-43e1-b5a3-8ef60c341cad",
      "name": "If stage_id is 2 (Meeting Booking)",
      "type": "n8n-nodes-base.if",
      "position": [
        336,
        -80
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 3,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "1a105ae5-c46e-4944-b52d-397df278451b",
              "operator": {
                "type": "number",
                "operation": "equals"
              },
              "leftValue": "={{ $json.data.stage_id }}",
              "rightValue": 2
            }
          ]
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "0b2beda2-b359-4b9d-8fc2-df5d3ea86b02",
      "name": "Extract deal info",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        608,
        -96
      ],
      "parameters": {
        "dealId": "={{ $json.data.id }}",
        "operation": "get"
      },
      "credentials": {
        "pipedriveApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "497631e8-b052-4aa6-819c-deee380e838c",
      "name": "Wait untill the SDR submit the google meeting link from Deals in pipedrive",
      "type": "n8n-nodes-base.wait",
      "position": [
        48,
        -80
      ],
      "parameters": {
        "amount": 55
      },
      "typeVersion": 1.1
    },
    {
      "id": "0a0c1391-e27a-480c-a523-e2a81dad253a",
      "name": "Get meeting link URL, Start time and end time",
      "type": "n8n-nodes-base.set",
      "position": [
        848,
        -80
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "3f5fe3ad-0666-43ac-9ba9-2c888265f128",
              "name": "person_id.name",
              "type": "string",
              "value": "={{ $json.person_id.name }}"
            },
            {
              "id": "48c88d30-e6c2-4e50-9750-a90ad4be5f98",
              "name": "person_id.email[0].value",
              "type": "string",
              "value": "={{ $json.person_id.email[0].value }}"
            },
            {
              "id": "30eb4e8f-0957-4cf2-b78f-cde2cd5b5e1c",
              "name": "next_activity.conference_meeting_url",
              "type": "string",
              "value": "={{ $json.next_activity.conference_meeting_url }}"
            },
            {
              "id": "d330ae4f-f91c-4b29-b33c-e7dfe53dffc3",
              "name": "next_activity.due_date",
              "type": "string",
              "value": "={{ $json.next_activity.due_date }}"
            },
            {
              "id": "e5f3d69a-c89b-499f-a9e0-5219f404296b",
              "name": "next_activity.due_time",
              "type": "string",
              "value": "={{ `${$json.next_activity.due_date}T${$json.next_activity.due_time}:00` }}"
            },
            {
              "id": "b057e612-b578-42bc-a28c-de9968607230",
              "name": "StartTime",
              "type": "string",
              "value": "={{\n  (() => {\n    const d = String($json.next_activity?.due_date ?? '');\n    const tRaw = String($json.next_activity?.due_time ?? '');\n\n    // If it's already a full ISO datetime\n    if (tRaw.includes('T')) {\n      return DateTime.fromISO(tRaw).setZone('Asia/Dubai').toISO();\n    }\n\n    // If it's only HH:mm or HH:mm:ss\n    const t = tRaw.length === 5 ? `${tRaw}:00` : tRaw;\n    return DateTime.fromISO(`${d}T${t}`).setZone('Asia/Dubai').toISO();\n  })()\n}}"
            },
            {
              "id": "3061579c-e7e1-4392-a2c7-e68751198ecd",
              "name": "EndTime",
              "type": "string",
              "value": "={{\n  (() => {\n    const d = String($json.next_activity?.due_date ?? '');\n    const tRaw = String($json.next_activity?.due_time ?? '');\n\n    const start = tRaw.includes('T')\n      ? DateTime.fromISO(tRaw).setZone('Asia/Dubai')\n      : DateTime.fromISO(`${d}T${tRaw.length === 5 ? `${tRaw}:00` : tRaw}`).setZone('Asia/Dubai');\n\n    const parts = String($json.next_activity?.duration ?? '00:00').split(':').map(Number);\n    const hours = parts[0] || 0;\n    const minutes = parts[1] || 0;\n\n    return start.plus({ hours, minutes }).toISO();\n  })()\n}}"
            },
            {
              "id": "b613460b-b5fd-40b1-a21e-327b61c9b9c9",
              "name": "org_id.name",
              "type": "string",
              "value": "={{ $json.org_id.name }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "0040dbb2-b40d-4eed-a56a-92efbed26b6b",
      "name": "Create a meeting and add you recipient",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        1104,
        -80
      ],
      "parameters": {
        "end": "={{ $json.EndTime }}",
        "start": "={{ $json.StartTime }}",
        "calendar": {
          "__rl": true,
          "mode": "list",
          "value": "user@example.com",
          "cachedResultName": "user@example.com"
        },
        "additionalFields": {
          "summary": "Test Google calnder",
          "location": "={{ $json.next_activity.conference_meeting_url }}",
          "attendees": [
            "={{ $json.person_id.email[0].value }}"
          ]
        }
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "executeOnce": false,
      "typeVersion": 1.3
    },
    {
      "id": "ccf90a17-6310-4a0b-910e-c0fdfa7c3fc6",
      "name": "Send Email reminder to the client",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1376,
        -80
      ],
      "parameters": {
        "sendTo": "={{ $('Get meeting link URL, Start time and end time').item.json.person_id.email[0].value }}",
        "message": "=Hi {{ $('Get meeting link URL, Start time and end time').item.json.person_id.name }},\n\nHope this message finds you will.\n\nThis email regarding our online meeting to discuss more about our product.\n\nKindly find the meeting time at {{ DateTime.fromISO($json.start.dateTime).toFormat('dd LLL yyyy, hh:mm a') }}\n\nRegards,",
        "options": {
          "appendAttribution": false
        },
        "subject": "=Meeting Reminder:{{ $('Get meeting link URL, Start time and end time').item.json.next_activity.due_date }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "1d604557-2c58-47d2-8142-6f49de0a0582",
      "name": "Send a reminder to SDR in specific channel",
      "type": "n8n-nodes-base.slack",
      "position": [
        1648,
        -80
      ],
      "parameters": {
        "text": "=Hi Ahmed, You have a meeting at {{ DateTime.fromISO($json.start.dateTime).toFormat('dd LLL yyyy, hh:mm a') }}.\n\nMeeting Link: {{ $('Create a meeting and add you recipient').item.json.location }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C0AAP1C16S2",
          "cachedResultName": "meetings-reminder"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.4
    },
    {
      "id": "a9d13442-326b-4c6b-aad2-9f4fcc738eb4",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1056,
        -640
      ],
      "parameters": {
        "color": 4,
        "width": 608,
        "height": 848,
        "content": "## \ud83d\udccc Template Overview (Read Before Using)\n\n### What is it\n###### This template is a **Revenue Ops meeting automation** that connects Pipedrive, Google Calendar, Gmail, and Slack. \n\n###### When a deal reaches the *Meeting Booking* stage in Pipedrive, the workflow automatically schedules the meeting, confirms it with the client, and notifies the internal team.  \n\n###### It is designed to eliminate manual coordination and reduce missed or forgotten meetings.\n\n\n---\n\n### How it works\n1. The workflow listens for **deal stage changes** in Pipedrive.  \n2. It runs only when the deal enters the *Meeting Booking* stage.  \n3. A short wait is applied to allow the SDR to add meeting details.  \n4. Deal and activity data are extracted and time values are normalized.  \n5. A meeting is created in Google Calendar with the client as an attendee.  \n6. A confirmation email is sent to the client via Gmail.  \n7. A reminder is posted in a Slack channel for the sales team.\n\n---\n\n### Setup steps\n1. Connect your **Pipedrive account** and confirm the correct stage ID for *Meeting Booking*.  \n2. Ensure meeting details (date, time, duration, meeting link) are saved in the deal activity.  \n3. Connect **Google Calendar** and select the calendar where meetings should be created.  \n4. Connect **Gmail** and review the email message content.  \n5. Connect **Slack** and choose the channel for internal reminders.  \n6. Run the workflow once with test data to confirm timings and notifications are correct.  \n7. Activate the workflow once validation is complete.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "99d05263-30a2-4026-bf07-2b3f88c083dd",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -320,
        -368
      ],
      "parameters": {
        "height": 288,
        "content": "### Pipedrive Trigger\n**Why it exists**  \nListens for deal updates so automation runs only when sales activity actually happens.\n\n**You can change**  \n- Pipeline ID  \n- Stage ID (for example, use a different stage like *Demo Scheduled*)  \n- Trigger entity (deal vs activity)"
      },
      "typeVersion": 1
    },
    {
      "id": "a013bc6e-299f-4acd-8f40-03a54a0bb5d6",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -32,
        -368
      ],
      "parameters": {
        "height": 288,
        "content": "### Wait Node\n**Why it exists**  \nPrevents the workflow from running before the SDR finishes adding meeting details.\n\n**You can change**  \n- Wait time duration  \n- Replace with a conditional check instead of time-based waiting  \n- Remove it if meeting data is always available immediately\n"
      },
      "typeVersion": 1
    },
    {
      "id": "1a9710be-3ee3-483f-9049-7dc7cc2be836",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        272,
        -368
      ],
      "parameters": {
        "height": 288,
        "content": "### IF Stage Check\n**Why it exists**  \nEnsures the workflow only runs for qualified deals and avoids unwanted executions.\n\n**You can change**  \n- Stage ID value  \n- Add multiple allowed stages  \n- Add extra conditions like deal value or owner"
      },
      "typeVersion": 1
    },
    {
      "id": "36b626ca-e6ec-4a5a-ba8c-b057ebb2796c",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        560,
        -368
      ],
      "parameters": {
        "width": 192,
        "height": 288,
        "content": "### Extract Deal Info\n**Why it exists**  \nPulls complete and reliable data directly from Pipedrive.\n\n**You can change**  \n- Fields extracted from the deal  \n- Add custom fields  \n- Include organization or owner data"
      },
      "typeVersion": 1
    },
    {
      "id": "326b576a-bbac-429b-9f74-620b7f08836a",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        800,
        -384
      ],
      "parameters": {
        "color": 7,
        "width": 192,
        "height": 304,
        "content": "### Set / Transform Data\n**Why it exists**  \nCleans and prepares data so downstream tools receive correct formats.\n\n**You can change**  \n- Time zone  \n- Date and time calculations  \n- Field names for CRM or calendar compatibility"
      },
      "typeVersion": 1
    },
    {
      "id": "cad73aba-39c6-4805-9d09-4b3c08475d54",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1040,
        -368
      ],
      "parameters": {
        "height": 304,
        "content": "### Create Calendar Event\n**Why it exists**  \nCreates a single source of truth for the meeting and avoids double booking.\n\n**You can change**  \n- Calendar selection  \n- Meeting title and description  \n- Replace Google Calendar with Outlook"
      },
      "typeVersion": 1
    },
    {
      "id": "ea6a5a07-2b41-4896-aa47-bd3c45f8b134",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1328,
        -352
      ],
      "parameters": {
        "width": 208,
        "height": 288,
        "content": "### Send Email Reminder\n**Why it exists**  \nConfirms the meeting with the client and reduces no-shows.\n\n**You can change**  \n- Email wording  \n- Sender account  \n- Add attachments or CC internal users"
      },
      "typeVersion": 1
    },
    {
      "id": "67dae77d-ee29-4d2c-8b1a-d63056bc62ed",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1584,
        -352
      ],
      "parameters": {
        "width": 208,
        "height": 288,
        "content": "### Send Slack Notification\n**Why it exists**  \nKeeps the sales team informed without checking the CRM.\n\n**You can change**  \n- Target channel  \n- Message format  \n- Replace Slack with Microsoft Teams or Discord\n"
      },
      "typeVersion": 1
    },
    {
      "id": "dbcbccf4-af3b-4228-bdcb-67a3bf998e55",
      "name": "Sticky Note9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        112,
        -1152
      ],
      "parameters": {
        "color": 7,
        "width": 1008,
        "height": 640,
        "content": "## [Video Tutorial](https://youtu.be/Y1Odi7odMQQ)\n@[youtube](Y1Odi7odMQQ)"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "settings": {
    "availableInMCP": false,
    "executionOrder": "v1"
  },
  "versionId": "e21b692c-e58a-47d1-a71d-ec48dd187c80",
  "connections": {
    "Extract deal info": {
      "main": [
        [
          {
            "node": "Get meeting link URL, Start time and end time",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Pipedrive Trigger": {
      "main": [
        [
          {
            "node": "Wait untill the SDR submit the google meeting link from Deals in pipedrive",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Email reminder to the client": {
      "main": [
        [
          {
            "node": "Send a reminder to SDR in specific channel",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If stage_id is 2 (Meeting Booking)": {
      "main": [
        [
          {
            "node": "Extract deal info",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create a meeting and add you recipient": {
      "main": [
        [
          {
            "node": "Send Email reminder to the client",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get meeting link URL, Start time and end time": {
      "main": [
        [
          {
            "node": "Create a meeting and add you recipient",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait untill the SDR submit the google meeting link from Deals in pipedrive": {
      "main": [
        [
          {
            "node": "If stage_id is 2 (Meeting Booking)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• gmailOAuth2
• googleCalendarOAuth2Api
• pipedriveApi
• slackOAuth2Api

About this workflow

CRM Automation, Revenue Operations, Sales Operations, Meeting Automation

Source: https://n8n.io/workflows/12970/ — original creator credit. Request a take-down →

More Email & Gmail workflows → · Browse all categories →

Related workflows

Workflows that share integrations, category, or trigger type with this one. All free to copy and import.