Pipedrive & Microsoft Teams Integration: let's work! [workaround]

Marco Govoni
Marco Govoni Member Posts: 149
5 Up Votes First Anniversary 5 Likes Name Dropper
edited July 2022 in Apps and Integrations #1

Hi to all! I use Zoom for personal or "informal" video meeting and Microsoft Teams for business. Always my business meeting are organized with Pipedrive Scheduler.

The problem was that on my calendar there were not the direct link to Teams Meeting, and I had to send it to my gests with a separate email, creating a new calendar meeting with Teams. 

The result was I (and my guests) had 2 calendar meeting, one from Pipedrive Scheduler and another created by Teams (with the direct link to video meeting):  WTF ?!?! :-( 

An additional problem is that Microsoft Teams doesn't has a "private room" or a unique link to use for personal and instant meeting, like Zoom.

THE SOLUTION :-)

Creating a personal meeting room in Teams

  1. In Teams, go to Calendar, and "New meeting"
  2. Add - ad a participant - only you! Don't use your Office365 email, but another account
  3. No matter time and date, choose what you want

When you receive the invitation, the link inside the email is your personal meeting room, valid forever! Copy this link

Adding link on Pipedrive Scheduler

Create a short link with bit.ly or another service. Now you can easily insert your new short link into the description of Pipedrive Scheduler: each people will book you an appointment, will receive the link (active!) both in confirmation email and calendar email.

You can also delete your original meeting used to generate the link and it will remain valid.

My 2cents.

Stay safe. Keep learning.

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited April 2022 #2

    👏🏻 this is amazing! Thank you so much for sharing this with the others here on the community!

  • XF Growingup.zone
    XF Growingup.zone Member Posts: 30
    First Comment
    edited February 2022 #3

    It's perfect! I tried to do the same with Meet (Google) but I don't find a "personal meeting room" (always open a new session with a new URL)

    Do you know if it's possible with Meet to choose a "personal meeting room"?

    Thanks!

  • Marco Govoni
    Marco Govoni Member Posts: 149
    5 Up Votes First Anniversary 5 Likes Name Dropper
    edited April 2020 #4

    It's perfect! I tried to do the same with Meet (Google) but I don't find a "personal meeting room" (always open a new session with a new URL)

    Do you know if it's possible with Meet to choose a "personal meeting room"?

    Thanks!

    @Xavier Framis also Microsoft Teams don't have a "personal meeting room", I've created it using the same link. Have you tried to use in Meet an old link? Is it still available? If yes, you can choose this ;-)

  • David Lorbiecke_3
    David Lorbiecke_3 Posts: 188 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited April 2022 #5

    Thanks for sharing! I agree with the others, this is great.

  • Marcelo Silva
    Marcelo Silva Member Posts: 243
    First Anniversary First Comment Photogenic
    edited May 2021 #6

    Obrigado por compartilhar! 

  • Michael Roedeske
    Michael Roedeske Member Posts: 26
    Combo Breaker First Comment Photogenic First Anniversary
    edited February 2022 #7

    As long as you don’t  have requirements for data privacy and security it’s fine. But businesses in Europe that care about it should not open that door for all.

  • XF Growingup.zone
    XF Growingup.zone Member Posts: 30
    First Comment
    edited April 2020 #8

    It's perfect! I tried to do the same with Meet (Google) but I don't find a "personal meeting room" (always open a new session with a new URL)

    Do you know if it's possible with Meet to choose a "personal meeting room"?

    Thanks!

    It seems to work, @Marco Govoni

    Now I have to see how to manage the process with Pipedrive Scheluder and check. 

    Thank you!

  • Marco Govoni
    Marco Govoni Member Posts: 149
    5 Up Votes First Anniversary 5 Likes Name Dropper
    edited November 2020 #9

    As long as you don’t  have requirements for data privacy and security it’s fine. But businesses in Europe that care about it should not open that door for all.

    I agree @Michael Roedeske . This is only a workaround and if someone has more security requirements I think could use native Teams Scheduler.

    I hope Pipedrive will integrate Teams as soon as possible ;-)

  • John Larson
    John Larson Member Posts: 1
    edited June 2020 #10

    Thanks for sharing this workaround! Just beginning to use Pipedrive's meeting scheduler and this was the one missing piece.