Zoom integration into the "propose times" feature?

Ellen Lichtenstein
Ellen Lichtenstein Posts: 4
First Comment
edited July 2022 in Ideas and Product Feedback #1

I am researching whether this feature exists and from what I've seen on info relating to the Zoom integration, it does not. Does anyone know otherwise? 

When you are in your Pipedrive mailbox there is a "propose times" button so you can insert a link for an email recipient to schedule a meeting. 

I would like to make it so doing this creates/sends a Zoom meeting invitation.

When I go into my settings and look at the propose time section, It doesn't look like this is fully integrated. My idea for a workaround is to paste my personal meeting room link into the box that says "Attach the following note..." 

Does anyone do this or know a more automated way? 

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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited March 2021 #2

    This currently does not exist on Pipedrive, but I think this could be very useful.

     

  • Ellen Lichtenstein
    Ellen Lichtenstein Posts: 4
    First Comment
    edited February 2021 #3

    @Boris Tsibelman  thanks for the response. I know we would love this feature. However, would it work as an alternative to just paste my standard zoom account "personal meeting room" invitation info into that box? It seems that would accomplish the same goal. The only difference would be the invite info remains the same and it doesn't use Zoom's capability to generate a new meeting ID and/or password each time. 

  • Paul Minors
    Paul Minors Posts: 66
    10 Comments Second Anniversary Photogenic Solution Provider
    edited February 2021 #4

    Posting a generic meeting room link like you mentioned is something I've done before as well.

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #5

    Hi @Ellen Lichtenstein unfortunately you'd now have to use workarounds but I've added the "Feedback & feature suggestion" tag to the post so our team sees your suggestion.

  • Allan Jameson
    Allan Jameson Posts: 2
    edited February 2022 #6

    I'd like the propose times feature to automatically setup a Zoom meeting. I thought I set up the integration with Zoom but my first meeting booked did not have a zoom link. I was assuming it would be a better replacement too calendly. 

    Can this tool actually setup a zoom meeting? 

    Where do I edit the propose times feature? I only see it when composing an email. I think it should be in the personal or company settings since its a pretty important feature.  

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
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    PRODUCT MANAGER
    edited August 2021 #7
    Allan Jameson said:

    I'd like the propose times feature to automatically setup a Zoom meeting. I thought I set up the integration with Zoom but my first meeting booked did not have a zoom link. I was assuming it would be a better replacement too calendly. 

    Can this tool actually setup a zoom meeting? 

    Where do I edit the propose times feature? I only see it when composing an email. I think it should be in the personal or company settings since its a pretty important feature.  

    Hi @Allan Jameson 

    If you click on the three dots in the left side navigation the propose times feature is there. Also, it does create Zoom links automatically, I've been using it myself as well. If it doesn't work, please talk to our support team so they can help you resolve it :) 

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