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Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
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Turn off Notifications in Calendar Sync
We are currently using One-Way Calendar Sync. (More on why here: Calendar Sync Needs to NOT Pull in Activities from External Calendar — Pipedrive Community) Our Users have complained that while it is helpful to see their Activities in Outlook, they are being inundated with notification alerts all times of the day related…
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Calendar sharing
How can I limit my team alowing them to see my calendar but not making changes in my calendar? Than you
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New: An Option to Embed Pipedrive Scheduler Into Your Website
We wanted to let you know that we recently released an Embed Scheduler functionality to our users. What will you get with this release? Set up your availabilities in Pipedrive and embed the scheduler with your selected availabilities in your website so your customers can book meetings with you. Where? Embed on your website…
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Have the option the mark as done the the recurring tasks from an external calendar
Since Pipedrive doesn't offer recurring activities right now (and from what it seems it's something that has been pushed for more than 3 years - it's probably pretty complex to implement! - no judgment). It would be great to have the option to keep track and be able to mark as done the the recurring tasks from an external…
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Recurring Activities on Calendar!!
It would be great if the calendar had an option to add recurrent activities! I struggle a lot with this because some times we need to add a recurring activity and need to add it manually. For example, if I need to add to my calendar a meeting with a client that happens every Monday of each week during 6 months, I have to…
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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
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Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
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How to manage calendar permissions in Pipedrive?
Hello Pipedrive Community, I'm seeking guidance on managing event visibility within my Pipedrive calendar. I aim to ensure that while I can fully access and view all my calendar events, these events remain invisible or inaccessible to other users within my organization's Pipedrive account. It's probably very simple, yet…
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A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
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# Week of next month - Automation Action - Create activity with predefined options
I think it would be great to have the option to have the automations predefined due date option to include 1st/2nd/3rd/4th week of next month. Since there is not possible way to create recurring tasks/activities this will bridge that gap by create an automation does it at defined times. For example I want to send the…
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Major Flaw - Activities Auto Cancel Meetings
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…
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Is it possible to increase the resolution of the calendar?
Hello, is it possible somewhere to increase the calendar's resolution? I have a lot of 5-minute, I usually plan 10 minutes for these tasks, but when I enter 1 tasks 11:00-11:10 and the next task 11:10-11:20 they kind of overlap or are unreadable in the calendar view during Add activity.
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Problem with Outlook Calendar Sychronization from Pipedrive
Hello, Our company is unable to send calendar invites from Pipedrive because the timezone doesn't synchronize with outlook. When ever we send an invite in the local time zone Outlook will receive it in UTC and there doesn't seem to be a way around it. Have talked with Pipedrive who have raised a ticket with Microsoft over…
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How do you color code different activities/events in the calendar?
How do you color code different activities/events in the calendar?
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Recurring calendar entries synced from external calendar not doable in Activities list
Hello, recurring events (like weekly, monthly) synced from an external calendar (M365) are not "doable" in the Activities list. They don't show up in the activities list also, they only visible in the calendar view. Would be great to have them at least doable.
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Delete events from Pipedrive without altering them in calendar
I`ve faced this issue when realised I made my first integration of Pipedrive with Google Calendar with the wrong calendar - all internal events, such as team sync ups and even luches were in Pipedrive activities and those have nothing to do with sales activities. I tried to delete those events from Pipedrive manually, but…
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Too many activities jamming my calendar! . How do I stop this from happening?
Hi . Every time I call or send SMS from the PD system ( using Justcall App ) it registers into my calendar as an activity. Please see screen shot. Does anyone know how I stop this as it is jamming up my day and I can see what appointments I have coming up. Thanks heaps . David Warne. Please see attached image for further…
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Colorizing activities in Calender view
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
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Calendar/Activities Suggestion
When adding a new event from the "Activities" view, in the quick-add window with no details in it, the activity should by default be added to whichever user's calendar you're viewing, instead of defaulting to your own calendar. In general, if I'm looking at one calendar to see where there might be time for an activity,…
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How to sync only certain Outlook calendars in an account with pipedrive?
We have just bought pipedrive and are in the process of embedding it. We use outlook and each user has multiple calendars within their single account one of which is for personal use. I only want to sync one of my calendars with pipedrive but it is taking them all including my personal diary. I can see in google you can…
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Calendar Sync erased my Pipedrive Activities, why?
I was syncing my Pipedrive account with my Google Workplace calendar and suddenly all my Pipedrive activities have disappeared. My boss also tried to sync and lost all of his preexisting scheduled calls on his Google calendar. How do we recover these very important pieces of data?
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Multiple calendar views
An option to select different calendar views to show a day or week or month. This would help to get a high level view of the week or month.
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Calendar Sync Should Copy some Deal info to Calendar
It would be fantastic if we could adjust our Calendar Sync settings to have it include some Deal details in the Calendar item that is pushed to our calendars. We have Automations building Activities based on Deal progress. These Activities get copied to Outlook. But then the Outlook item has no identifier. Would be great…
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Automations and activities
Hi everybody, we were asked, a few times, to : 1) create an automation that delete future activities, for example follow up, if related deals get closed. 2) update the duration of an activity, via internal automation, using a custom field present in the related deal (example: days of a reservation) In the first case, we…
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Exclude dates in Scheduler
It would be very useful if in Scheduler you could exclude certain dates from your availability. Alternatively, have a possibility to add several "From - Until" in "When is this availability active?"
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Shared Calendar
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.