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

kiloWatt Solar

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

Cenk Tukel

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

If this feature worked, I would use Pipedrive rather than Calendly.