Operelio
CalendlyPipedrive

How to import Calendly into Pipedrive

8 of the 8 columns in a Calendly export, mapped into 4 Pipedrive fields under Pipedrive's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Calendly export first

Built on Calendly’s export columnsChecked against Pipedrive’s import rulesUpdated October 13, 2026

One Calendly row, through the templatecopied as it ischanged on the way1explained below
  • Invitee First Name, Invitee Last Name to Name1joinedPriya Nair
  • Invitee Email to Emaillowercasedpriya.nair@example.com
  • Text Reminder Number to Phone+44 7700 900508
  • Event Type Name, Start Date & Time, Response 1, Invitee Time Zone to Notes2joined, with labelsBooked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London

Where Calendly and Pipedrive don’t line up

1

Invitee First Name and Invitee Last Name become one Name

Calendly keeps Invitee First Name and Invitee Last Name apart, and Pipedrive has one Name field.

The template joins them, leaving out any that are empty.

CalendlyInvitee First Name Priya
Invitee Last Name Nair
PipedrivePriya Nair
2

Four columns kept in Notes

This template gives Event Type Name, Start Date & Time, Response 1 and Invitee Time Zone no Pipedrive field of their own.

The template writes them into Notes, each with its label, and leaves empty ones out.

CalendlyEvent Type Name 30 Minute Demo
Start Date & Time 2026-09-08 14:00
Response 1 Looking to clean our CRM imports
PipedriveBooked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London

Check your Calendly export before you import it

Looks for the 8 columns this template reads, and what Pipedrive would skip.

Drop your Calendly CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Calendly to Pipedrive in three steps

Step 1Export from Calendly
  1. Go to the Calendar page.
  2. Use Filter to narrow by date, team member or event type.
  3. Select Export in the top right corner.
  4. The CSV downloads, or arrives by email for a large export.

Calendly lists export on its paid plans; the Free plan is not among them.

Calendly: Tracking and reporting
Step 2Paste into the template
  1. Paste the export at A1 of Paste Calendly export here.
  2. Start here checks all 8 columns were found.
  3. Save Pipedrive Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 4 headers as a CSV

Step 3Import into Pipedrive
  1. Go to Tools and apps, then Import data, then Import from spreadsheet, and click Get started.
  2. Select the kinds of data your file contains, such as People, and click Next.
  3. Click Upload spreadsheet and choose your file.
  4. Check the mapping, drag any unmapped column onto a field, and click Next.
  5. Check the preview, choose how duplicates are handled and click Start import.
Pipedrive's spreadsheet import, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Pipedrive records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does Calendly's export fill Name, which Pipedrive requires?

Name joins Invitee First Name and Invitee Last Name. The checker above counts the rows with Name blank.

Where do Event Type Name, Start Date & Time and the other columns go?

Into Notes on each person, labeled like "Booked: 30 Minute Demo | Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London".

Why do Invitee First Name and Invitee Last Name become one Name field in Pipedrive?

Operelio's Pipedrive format uses a single Name field. The template combines Invitee First Name and Invitee Last Name with a space so each contact record displays correctly.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

Upload your Calendly export and download a file Pipedrive can import. No credit card needed. The push into Pipedrive is from Starter.

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