Would automated confirmation email/texts be helpful when scheduling meetings?

kiloWatt Solar
kiloWatt Solar Posts: 9
edited July 2022 in Workflow Automation #1
Would automated confirmation email/texts be helpful when scheduling meetings?

Would automated confirmation email/texts be helpful when scheduling meetings? 2 votes

Yes,
100%
John CrowJonasDK 2 votes
No
0%
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Comments

  • Cenk Tukel
    Cenk Tukel Posts: 6
    First Comment
    edited May 2022 #2

    Yes... Pipedrive's scheduling tool is "OK" but does not meet the needs of many of us - we use Calendly for all scheduling, not Pipedrive and would love to use Pipedrive.

    What is missing:

    • Automated email (and potentially SMS) reminders. More than one. E.g. right after scheduling, 1 day before and 15 minutes before.
    • Add to calendar links to be available after the scheduling and also we should be able to add the "Add to Calendar" links to our reminder emails.
    • Customized reminders (where we add our own text, Add to calender link, next steps and links/buttons to send the prospect to a new page such as a survey even within Pipedrive)
    • Options to show availability from different calendars, not define in Pipedrive as we all have multiple calendars.
    • Option to let the prospect choose from multiple meeting locations (Zoom, Google Meet, Phone call, a specific URL, etc.)
    • Simply, what Calendly does is great and all its features are used by us, which Pipedrive is lacking.
  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited April 2021 #3
    If this feature worked, I would use Pipedrive rather than Calendly.

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