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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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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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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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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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Hide calendar details to other participants
As all external calendars are giving the capacity to hide the slots details to selected people in the company, we should be able to do the same in Pipedrive. Indeed, even if these settings to hide calendar details is active in the native calendar (here google calendar) , all people in team using pipedrive have an access to…
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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…
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Google Calendar Sync
Hi guys, what about an activity get automatically associated with a contact when that has is an event in google calendar or else. At the moment, it just syncs the event, but it's not associated to contacts, deals, or companies. It's something I think, we're supposed to expect from Pipedrive without really having to ask…
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Calendar invites: ability to accept or decline
ALSO with the calendar invites with Zoom it USED to use the gmail method where I could ACCEPT or DECLINE a meeting and then it would add it to calendar. NOW IT DOES NOT do that. so ALL invitees show pending as there is no way to accept a meeting invite. this is a BIG problem
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Meeting Schedule Invitations
Hi, We have prepared an availability calendar so customers may schedule meetings from our website. Although we synchronized emails and calendars with Pipedrive, it still sends an invitation. This way our customers receive 2 invitations: one from our calendar and another from Pipedrive. How can we cancel the email…
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Calendar two way sync not deleting in Pipedrive Calendar
have my calendar setting to two-way sync. When I delete a re-occurring event on my google calendar, it does not delete on my Pipedrive calendar. Also I'm not able to delete the event in the Pipedrive calendar either. Its shaded grey. Can someone please help, thanks in advance, Jack.
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Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…