Native Zoom Integration

Is there plans to have a Pipedrive integration similar to the Justcall or Kixie with Zoom. To be able to access a recording of the Zoom call directly from the client or deal record would be a game changer. Right now, I have to upload it to a service I use that is like a video server and then cut and paste the link.   NOt very efficient.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Steven Logreira  , thank you for your suggestion.

    We might just have some good news for you coming up. Stay tuned! 🚀

  • Steven Logreira_31
    Steven Logreira_31 Posts: 19
    Second Anniversary Photogenic
    edited February 24 #3

    Can you give me a heads up of what you are planning and an ETA? I have a client that is very interested in implementing this and would love an ETA. Just ballpark is good enough

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited May 2020 #4

    Can you give me a heads up of what you are planning and an ETA? I have a client that is very interested in implementing this and would love an ETA. Just ballpark is good enough

     

    @Steven Logreira  we currently have a team working on a Zoom integration. We really don't want to overpromise and under deliver and with giving timeframes and software development we enter a grey area as things sometimes take more or less time than expected. What I can tell you it's more a timing of weeks then months ;) I do hope that still helps :) 

  • Rick Andstrom_3597
    edited June 16 #5

    Wow, great timing. My coworkers and I were just discussing PD/Zoom integration. Specifically, my question is what is the possibility of integrating Zoom attendance into PD the way emails, texts, and calls do? Zoom has attendance reports of participants  but we have to produce the report and annotate they attended in PD notes (real time investment). 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #6

    Wow, great timing. My coworkers and I were just discussing PD/Zoom integration. Specifically, my question is what is the possibility of integrating Zoom attendance into PD the way emails, texts, and calls do? Zoom has attendance reports of participants  but we have to produce the report and annotate they attended in PD notes (real time investment). 

    Hi @Rick Andstrom

    We know how important an integration with a tool like Zoom is for our users, especially in the current circumstances, so this is something we decided to prioritize.

    Regarding the reporting, I don't have an answer for you off the top of my head but I'm going to ask the team and will let you know as soon as I hear back. If nothing else, it's a cool suggestion for them to think about.

  • Arseniy
    Arseniy Posts: 15 PIPEDRIVE PRODUCT MANAGER
    Second Anniversary Pipedrive Employee
    edited May 2020 #7

    Wow, great timing. My coworkers and I were just discussing PD/Zoom integration. Specifically, my question is what is the possibility of integrating Zoom attendance into PD the way emails, texts, and calls do? Zoom has attendance reports of participants  but we have to produce the report and annotate they attended in PD notes (real time investment). 

    @Rick Andstrom , Can you please briefly describe the use case? Are you referring to Zoom Webinars or just Video meetings?

  • Rick Andstrom_3597
    edited May 2020 #8

    Wow, great timing. My coworkers and I were just discussing PD/Zoom integration. Specifically, my question is what is the possibility of integrating Zoom attendance into PD the way emails, texts, and calls do? Zoom has attendance reports of participants  but we have to produce the report and annotate they attended in PD notes (real time investment). 

    Webinars. We coach dozens of clients through the VA disability process. Currently, we have assistants who take the Zoom attendance reports and manually input the clients into PipeDrive notes.  

  • Steven Logreira_31
    Steven Logreira_31 Posts: 19
    Second Anniversary Photogenic
    edited February 24 #9

    Any updates on this?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #10

    Any updates on this?

    @Steven Logreira  I've just checked internally and development is scheduled to be in progress for at least a month, and then testing will ensue.

    We'll make sure to make noise when somethings ready to be released and we'll certainly post about it here in the Community. We know this is an especially relevant feature in the times we're living and we want to put out something solid.

    Join the Research and Beta Testing channel here in the Community to be the first to know and get the chance to test early versions of new or improved features we have coming up.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #11

    Hello Steven!

    Quick update: we've started beta testing for the Zoom integration and you can enrol here if you'd like access to the initial version and to give us early feedback. 🚀