Prefill Name and Email in Meeting Scheduler

Allan Bruun - SimplerQMS

I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this.

I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully fill the Name and Email fields. 

In 99% of cases I just need to invite 1 person and I already have their Name and Email in PD. Therefore, I will expect these fields could be prefilled by PD, when I create a new invite. However, your support says that this can't be done. 

Could you make this improvement to the scheduler, so this information can be prefilled?

Akhil_Supermeet.ai

Hi @Allan Bruun - SimplerQMS ,

I would love to see the same. Currently not possible as per the support team.

Are you still using Calendly?

daniel

I also need this. This would make sure that the correct deal is always attached to the meeting itself.

Ariel Esteban Pasini

This is an essentials function of the event scheduler and other competitors have it.

Please understand that without this, it is not possible to automate a basic flow like:

1. Form registration submit
2. New deal created (with name and email associated)
3. Email sended with invitation (link to scheduler with mail + name prefilled)
4. Deal advance (automatically) when making the reservation.

Greetings 😊

Martin Miersch

I recommend clicking the vote button. 😊

daniel

Guys this was 3 years now and people are still planning meetings and are not linked to a sale. Switching to hubspot