Associate Google Agenda activities to opps using opp email
We suggest that when we send a meeting that we scheduled within Google Agenda to the email of a specific opportunity, then the activity should be associated to that opportunity. Currently, if we do this, it´s associated as a standard email, not as an activity of the opportunity.
Comments
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The calendar event should create an activity in Pipedrive
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Hi Boris,
yes it does, but sending it to the specific opportunity email doesn't link it to the opp. I have to enter pipedrive, go to activities and manually link it to the opp even though I had included the specific opp email in the recipients list.
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The opportunity[deal] email is a custom field, so pipedrive doesn't have the ability to look up to custom fields.
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I don't know if we are using a different version of Pipedrive, but in our version the opportunity (deal) field is a standard field of the activities, not a custom field. We have the standard "essential" plan of the product.
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Hi @Mike van der Valk ,
in fact we have two suggestions:
1) Automatically associate an activity to a Pipedrive contact if there's an activity in the Agenda in which this contact was invited.
2) To be able to associate a Google Agenda activity / meeting to a deal by forwarding the invitation email to the deal specific email (like ourbusiness+deal25@pipedrivemail.com), either by sending the meeting as an email to the deal specific bcc address or by including the deal email as a "guest" of the meeting.
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Bruno Caiado said:
Hi @Mike van der Valk ,
in fact we have two suggestions:
1) Automatically associate an activity to a Pipedrive contact if there's an activity in the Agenda in which this contact was invited.
2) To be able to associate a Google Agenda activity / meeting to a deal by forwarding the invitation email to the deal specific email (like ourbusiness+deal25@pipedrivemail.com), either by sending the meeting as an email to the deal specific bcc address or by including the deal email as a "guest" of the meeting.
cc @Vincent Jyrwa
@Bruno Caiado thanks for your response. Can you tell me why you prefer adding the activity on Google and not from the Pipedrive side so it's straight away linked the person and deal?0 -
@Mike van der Valk, we receive many meetings directly from clients to the Google Agenda, we use a lot the Google function "create event from email" and, at last, as we have different agendas to be conciliated we also use a tool called Calendly (integrated with Google Agenda) with a conflict management function. That´s why we prefer to use the Google Agenda and it would be very useful to be able to associate an activity to a deal directly from there, using the deal bcc.
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Bruno Caiado said:
@Mike van der Valk, we receive many meetings directly from clients to the Google Agenda, we use a lot the Google function "create event from email" and, at last, as we have different agendas to be conciliated we also use a tool called Calendly (integrated with Google Agenda) with a conflict management function. That´s why we prefer to use the Google Agenda and it would be very useful to be able to associate an activity to a deal directly from there, using the deal bcc.
Gotcha, thanks for clarifying Bruno!
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