Associate Google Agenda activities to opps using opp email

Bruno Caiado
Bruno Caiado Posts: 5
edited July 24 in Apps and Integrations #1

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

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
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    edited April 29 #2

    The calendar event should create an activity in Pipedrive

  • Bruno Caiado
    Bruno Caiado Posts: 5
    edited April 29 #3

    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.

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
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    edited April 29 #4

    The opportunity[deal] email is a custom field, so pipedrive doesn't have the ability to look up to custom fields.

     

  • Bruno Caiado
    Bruno Caiado Posts: 5
    edited April 29 #5

    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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
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    edited April 29 #6

    Hi @Bruno Caiado 

    So what you do is set up a meeting inside Google Calendar and then when this sync via the Calendar sync to Pipedrive you'd like it to auto connect to the deal?

    What exactly do you do with the deal specific bcc address?

  • Bruno Caiado
    Bruno Caiado Posts: 5
    edited February 24 #7

    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 [email protected]), 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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
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    edited April 2020 #8

    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 [email protected]), 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?

  • Bruno Caiado
    Bruno Caiado Posts: 5
    edited February 24 #9

    @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.
     

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
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    edited May 2021 #10

    @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!