New: An Option to Embed Pipedrive Scheduler Into Your Website
Comments
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@billbutler1969 Hello! We do not have an option to track the meetings created by the scheduler that is embedded to your website, however, you should be able to create a custom solution around this. For example, you can add a listener for the submit button in the scheduler and then add the logic you need. For this you would need some javascript knowledge.
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@Kristiina Vaab, some additional features that would be great for us:
- custom logo
- custom introduction text instead of "user_name (company_name) is inviting you to". Maybe even custom layout (two columns instead of stacked).
- possibility to set lang in the iframe, and remove lang selector. For example by adding query parameter to the meeting url ?lang=de. Logic being, when a user is on the german site I can directly show them the german scheduler.
- Possibility to remove "Schedule meetings quickly with Pipedrive" - at least on paid plans.
- Possibility to block non corporate emails - such as gmail, outlook etc.
- Possibility to auto adjust height to content, to avoid scrollbar (compare for example personios instructions: )
- Having the option to remind someone of the meeting a day in advance
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@ohlr Hello! Thanks for reaching out and sharing these ideas, we will discuss your feedback with the team to seeho and when to implement.
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@Kristiina Vaab no you won't stop lying to us!
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- Having the option to remind someone of the meeting a day in advance
This specific point is actually quite simple to set the notification centre of pipedrive:
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Sorry for the huge screenshot, but you get the point: just set reminders to 1 day before and you'll get an email about this
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If you're syncing events with calendars, there are even more ways and more options to get notified by google / microsoft
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@Nikolai Sokolov appreciate your input on this - but to my understanding all these settings only notify me of the meeting not my customer who scheduled the meeting.
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this can actually also be accomplished - just not as conveniently. But with the new date based triggers, you can send out an email about this to the participants:
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in the beta currently. fingers crossed it rolls out quickly!
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@Nikolai Sokolov I am not able to reproduce any logic that triggers a day before a scheduled call - even if it was so - How complicated can a user interface possibly be given such a simple requirement?
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Hi @ohlr, here's the full setting to trigger reminder 1 day before (the action is send email to linked person):
It's not that bad actually - just one automation to be created in about 1 min. Agree that a simple reminder checkbox would be even easier, but still. Workflow automation of this kind is quickly done
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Hi @Kristiina Vaab , I have the same needs that are being raised here...to use the scheduler on our websites/ecommerces, which would be very useful, it's important to track conversions, and the only way is through a URL on the website itself, you can't track conversions on third-party sites...so a good feature would be able to redirect to a thank you page...
Could you update us with something more specific please? I could wait for some time, but waiting indefinitely is difficult which forces us to look for other solutions. Thank you
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Hi @Hans Nieto,
Thank you so much for reaching out and sharing your thoughts on our scheduler functionality. We truly appreciate your input and the passion you have for improving our product.At this moment, our team is focused on some critical topics and enhancements that we believe will greatly benefit the community as a whole. While we can't prioritize scheduler improvements right now, please know that your suggestion has been noted and added to our feature request list.
We constantly review and re-evaluate our priorities, and your feedback plays a crucial role in shaping the future of our product. We hope to revisit this idea down the line, and I'll make sure to keep you updated on any progress.
Thank you for your understanding and continued support. If you have any other suggestions or questions, feel free to reach out anytime.
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Hi @Mesa thanks for reaching out, I have sent you an email, let's follow up on this issue via email.
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@Kristiina Vaab , is the scheduler able to check multiple calendars for conflicts? For example, I use a work calendar for business appointments and a personal calendar for appointments unrelated to my business. The last time I tried the Pipedrive scheduler, it didn't have this functionality, so I stuck with Calendly.
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@Brandon Wood in short: it is not possible to check multiple calendars. The default workaround is this:
have a dedicated calendar you sync with pipedrive. Add manually or automatically personal and relevant events with that calendar.
I.e. my "family" events that need to block off time in pipedrive are automatically sync'd with the calendar im syncing with pipedrive. Pipedrive in turn does the rest and the time is not available.
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