Would automated confirmation email/texts be helpful when scheduling meetings?
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kiloWatt Solar
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Would automated confirmation email/texts be helpful when scheduling meetings?
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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.
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If this feature worked, I would use Pipedrive rather than Calendly.0
This discussion has been closed.