New: Microsoft Teams integration 🚀
You can install the app here.
Why?
To improve the flow of information between Pipedrive and Microsoft Teams and save you time.
What can a user do?
- Get private or channel real-time updates in MS Teams through Pipedrive's workflow automation
- Schedule and join video meetings in MS Teams from Pipedrive
For whom?
Real-time updates are for users in the Advanced, Professional, and Enterprise plans.
Scheduling video meetings is available for all Pipedrive plans - For free Microsoft Teams plans, video meetings will be created via Skype.
🧠 Learn all about Pipedrive Integration: Microsoft Teams with our Knowledge Base tutorial and our blog article: 🇬🇧 in English | 🇩🇪 auf Deutsch.
❓Do you use MS Teams? What's the first benefit this integration will bring you? Comment below.
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Comments
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Hi @Daniele,
thanks for sharing this, will test it this week!
Do you know if PD also offers a scheduling page, where i can offer prospects the ability to choose and book different meetings similar to Calendly or meetingbird e.g. 30 min marketing demo, 45 min IT Services intro etc. ?
BTW: Meetingbird has been bought by Front Scheduling, so I believe that many customers ( like me) will be looking for an alternative. https://help.meetingbird.com/en/articles/4606138-how-to-migrate-from-meetingbird-to-front-scheduling
Best regards,
George
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George said:
Hi @Daniele,
thanks for sharing this, will test it this week!
Do you know if PD also offers a scheduling page, where i can offer prospects the ability to choose and book different meetings similar to Calendly or meetingbird e.g. 30 min marketing demo, 45 min IT Services intro etc. ?
BTW: Meetingbird has been bought by Front Scheduling, so I believe that many customers ( like me) will be looking for an alternative. https://help.meetingbird.com/en/articles/4606138-how-to-migrate-from-meetingbird-to-front-scheduling
Best regards,
George
Hi @George ,
Absolutely. Take a look here: https://www.pipedrive.com/en/blog/scheduling-tool
We'll also add the integration with Microsoft Teams to it in the future.
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George said:
Hi @Daniele,
thanks for sharing this, will test it this week!
Do you know if PD also offers a scheduling page, where i can offer prospects the ability to choose and book different meetings similar to Calendly or meetingbird e.g. 30 min marketing demo, 45 min IT Services intro etc. ?
BTW: Meetingbird has been bought by Front Scheduling, so I believe that many customers ( like me) will be looking for an alternative. https://help.meetingbird.com/en/articles/4606138-how-to-migrate-from-meetingbird-to-front-scheduling
Best regards,
George
Thanks for the quick reply @Daniele !
I actually meant a scheduling page, where the client can choose from different meetings like the picture attached below.
Your proposal seems a bit like a workaround, which works until i keep the different scheduling link in the email....
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Hi there,
really welcome the baseline for the teams integration. For us the key feature required is the scheduling integration. Is there any active development on extending the teams integration to the scheduling tool?
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Hi, it would have been useful if Scheduler can schedule Teams calls. Now it just creates a plain meeting in the calendar...
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I am getting a blank search filed and no search results when looking for a channel
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Alex Giess said:
I am getting a blank search filed and no search results when looking for a channel
Hello Alex, sorry for the very late reply.
Looks like you didn't link the Pipedrive app in Teams yet. Please, try going into the channel in Teams and typing "@pipedrive", then click on the Pipedrive from the menu, and add the command "link". You should see a message saying that it was linked successfully.
It might be confusing because if you just type "@pipedrive link" and send, it doesn't work
I hope that helps.
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Hi Daniele,
we would like to know if possible to send notification to chat lines in TEAM or only Chanels?
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