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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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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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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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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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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 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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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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Merged: Problem with Outlook Calendar Sychronization from Pipedrive
This discussion has been merged.
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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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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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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…
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[Closed] Google calendar-sync: User testing on private activities/events 🗓️🔒
Edit: Since we received a good number of interested users already, we will close this research call for now. Stay tuned for news in the community on this topic. Hi all, We are looking for Pipedrive users who have synced in the past or are currently syncing their Google/Gmail account with our calendar-sync functionality.…
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Which email providers work best with Pipedrive?
My company currently uses Zoho and we integrate our email into Pipedrive through the IMAP protocol. Syncing is flakey and we currently have a sync downtime of 29 hours with no resolution on the horizon. I need another solution. Obviously there is Google and Microsoft integrations. They would be the last I would use for…
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How can i delete useless information from my calander??? it wont let me delete anything
I did a merge, and its important a bunch of irrelevant data that is negating the usefullness of your system.. I can't seem to delete any of it.. and all research points to maybe I can not????? unless i delete my account and start again inputing it again mannually?? surely there has to be a way.. please help
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Create Calendar Sync Filter
I need to prevent PipeDrive push notifications that appear as "meetings' but they are really passive events from Microsoft Insights that block off time as "focus time" Ideally, the filter captures and excludes events that you add such as "Focus Time" or "Football Game" Currently, there is no option to add this actions.
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Merged: Make Synced Calendar Events PRIVATE
This discussion has been merged.
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the contact address is not synchronised with the google calendar
Hello, I noticed that the addresses of the events in the calendar are not synchronized with google calendar. When I'm on the road, it's a shame I can't find the address in my "android auto" GPS for example. I have to open PIPEDRIVE while driving. Thank you,
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Kalender Synchronisieren ohne die Kaleder-Inhalte von Outlook
ich suche dringend eine Lösung um einen Outlook Exchange Kalender so zu synchronisieren, dass die Termine (anonymisiert), also ohne den Termininhalt und Titel aus Outlook kommen. in die Gegenrichtung sollen auch die Inhalte geschrieben werden. In Pipedrive sind also einige Einträge nur geblockt, aber Teammitglieder sehen…
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I'm using Salesflare Chrome extension instead of Pipedrive Add-on
The Gmail add-on is a great feature... well it use to be. Prior to it becoming a add-on, it was a chrome extension and it was better. (But far from perfect) I'm currently using the Salesflare with zapier to send my data to Pipedrive. Why ? Because the Pipedrive Add-on is poorly design and not updated, it still look like a…
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Scheduler appointments not shown in the calendar
Hi, An appointment booked via the scheduler is not shown in my calendar.. Neither in pipedrive nor in my outlook. That leads to double-bookings. Any idea? Thanks. Andreas
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Is Pipedrive unable to sync with ALL Exchange calendars?
Hi, We've just moved to PipeDrive. We have Exchange email accounts hosted by OVH (France). * Our email syncs with PD, no problem. * Our calendars don't sync. The Calendar Sync tool says Google/MS/Exchange accounts are supported, but when I click, I2m only prompted for Google/MS accounts (O365). Pipedrive does not prompt me…
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Say Goodbye To Manual Linking Calendar Sync Activities!
What if I told you that the activity on the screenshot below came in through my Google Calendar Sync and Contact Person/Organisation/Deal were automatically linked to it without any manual input whatsoever? Hard to believe, right? But its 100% true - promised! Contact me under yannik.sommer@pd-experts.com to find out how…
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Is it possible to sync multiple calendars with one Pipedrive account?
Hi there, I'm looking to sync 2 or 3 calendars into Pipedrive so I could effectively use Scheduler function. My main email client is Outlook (Office 365) aka the email I use to login to Pipedrive and have emails sync. The other two calendars - one personal and one is other business account on G Suite. Would appreciate any…
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Pipedrive Activity ALL DAY option
Would be so nice to have an ALL DAY option to click instead of just having a time frame for an activity. When syncing with google calendar, it is nice to be able to block off a whole day sometimes. Right now, I have to create the activity in pipedrive then open google cal and change it in settings to be all day. Should be…