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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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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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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.
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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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Scheduler - Custom Styling
We should really have the ability to customize the style (Color, logo, profile picture) of the scheduler portal that clients see when booking time with us. This would be just like every other scheduling app in the industry; Calendly, Hubspot, and so on... In general it would be nice if it just started look more like the…
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Scheduler - Connect Multiple Calendars
It would be great if the Pipedrive scheduler could check availability on multiple calendars and then post the event to one. Just like in Calendly.
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Auto-Synchronization of Scheduler with Calendar
It would be very beneficial if the scheduler could automatically synchronize with the user's calendar. This feature would streamline the appointment setting process, ensure consistency and accuracy, and reduce time spent manually updating both the calendar and the scheduler.
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wrong date being set in my google calendar???
Hi there, I am doing the free trial of your essentials package and I put in some activities for several deals to follow up with them tomorrow. But when pipedrive synced with my google calendar, it put the activities on today the 19th instead of the 20th. It didn’t do this for activities I scheduled for my fiancé and…
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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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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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Calender View Settings
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…
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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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Calendar integration with Apple Calendar or CalDAV
Hi there, There's really a need to sync the calendar with further providers other than Google and Microsoft. How come such a numerous amount of Apple users are able to sync directly the calendar? And the CalDAV protocol is quite extended. You're forcing us to use Google, who already knows too much about any of us. There's…
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Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
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How do you color code different activities/events in the calendar? All my Google calendar items lose
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How to prevent outgoing calls (from PD App) to create n event in calender?
Hi all, I use the Pipedrive App so make calls from my iphone. Everytime I make a call, Pipedrive creates an event in my calender: How can I stop this?!
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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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Calendar sync and meeting bookings
I just moved over from Calendly to Pipedrive meeting booking and noticed a few issues. My account: It would be nice to select multiple calendars for Pipdrive to check availability on. Our company has a meetings calendar but also a vacation calendar. It would be nice to create a group meeting link type with a sales person…
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Improving Calendar Sync & Activities
There really needs to be a way to exclude/hide internal meetings from the activities/calendar sync. Also to merge activities that multiple users are attending. For example, if a member of our Customer Success team & a member of our Sales team join the same meeting, it currently creates two different activities; I would…
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Beta Test - Zoom Meetings Integration
Hello! Arseniy from Pipedrive is here! I'm happy to announce the beta testing of Pipedrive and Zoom Integration. What is available at the moment? * Scheduling Zoom meetings from Pipedrive linked to deals/contacts * Joining Zoom meeting with relevant deal context What should I do to join beta testing? * Just write an email…
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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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Private Activities + Calendar-sync 🗓
What? Users can now control the visibility of private events synced into Pipedrive from their external Google or Microsoft calendars. Additionally, there is a new setting in the calendar-sync settings page with options for visibility as sync as private , sync as public or don't sync When? General availability for all…
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Room Calender
Is there a way to sync a “public” calendar which acts as a room or a tool calendar, where you can invite the calendar so that everyone sees when the conference room is occupied? Preferably without an extra user because that costs extra.
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Acivity missing information
Hi My colleague (with a Pipedrive account), created an activity with all needed information (as location, guests, description, contact, organisation...). We have the two-way sync, with "entire company" visibility. I accepted the invitation for the activity (as I am a guest this time), however: on the activity showed on my…
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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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Contacts and Deals sync with Calendar Activities
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
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Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
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Is there a way to automatically associate activities with the contact's organization?
Anytime a new activity is created from Calendar Sync it links the contact but not the Organization or Deal. Is there a way to automate this so that it completes those fields automatically? My ideal automation would be: Trigger: Activity is created or updated AND Contact is not Empty Linked Organization is Empty AND/OR…