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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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Timezone issue when synching the Pipedrive Calendar with Outlook
Very rarely but sometimes people have the problem that they create a calendar entry in Pipedrive, but it shows up in Outlook in a different time zone. This is obviously due to Outlook. Pipedrive has created an entry about this in the Microsoft Tech Community:…
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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…
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Merged: Outlook to pipedrive (private meetings)
This discussion has been merged.
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
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Change Calendar Color (with Workflow Automation)
In my work calendar, I like to distinguish internal calls vs external calls by color coding (i.e., change any meeting with an external party to orange). This allows me to quickly see which events I need to be most prepped for, which events can't be late for, which events have flexibility to move, etc. I don't think…
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Daily Booking Limits
Hello, I'd like to suggest enabling appt limits to the schedule. I've used a couple of other booking systems that offer this, Acuity as well as a white label version of HighLevel. Essentially once we have a certain number of a specific activity on a given day, the schedule no longer lists that day with availability to…
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Sync two calendars or more
Hi, In our company we work with at least two calendars per employee. One general and one employee specific. It would be great for us if we could sync more calendars. Thanks !
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Calendar sync issues - pulls all calendars across and wont remove once synced
Calendar Sync is hugely inconvenient in the way this currently works. Our team were excited in being able to use the "Propose Time" option and was all looking like this could resolve a big issue for us but the way the current calendar function works, it just won't be possible to use it as it pulls across all the calendars…
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Merge fields in activities
Hi, Can you make it so that the calendar reminders contain the name or company name so that my calendar is not full of 10 entries that all say Call?
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Suggest different timeslots for different weeks to clients with ONE link
In the activities, section you have the "suggest timeslots" but there I can only work with a scedule that is the same for every week I want them to book timeslots. Can you make a scedule for example for a month which is different every week? I do want to have "one" link, but I want the link to create for example not every…
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Recurring Activities in Pipedrive: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Dear Pipedrive community, In case you missed my previous post, we’re currently researching recurring/repeating activities in Pipedrive. This would impact your activity, calendar and list views. We’d like to speak…
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Merged: Suggestion: private tick box for calendar events?
This discussion has been merged.
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Calendar sync with email providers that are not Google or Microsoft.
Hi, Are there any plans to sync with email and calendar providers that are not Google or Microsoft? Perhaps something via CalDav. We are currently using Protonmail. Thanks, Jenny
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Multiple users same appointment
Dear Pipedrive users, I'm trying to list my colleague in Pipedrive as a co-owner or as a guest for an appointment with a customer. Now I can only list myself or him as the owner of the activity. It's my client and my deal, but I do want the appointment to be on both of us's calendars from Pipedrive. is there any way to get…
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Google calendar and Pipedrive Calendar view
Hi! Any tip or trick for having a nice configuration setup with Google Calendar and Pipedrive calendar view? I would like that Pipedrive allowed us to synched meetings from google calendar as blocks, without having a to-do activity linked to it. Anyone else having this issue? Thanks!!
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Recurring Activities: Please help us by filling this survey for research!
EDIT: Thank you for your responses. We shall close this survey now. Much appreciated! :) --- Dear Pipedrive community, We’re currently researching recurring/repeating activities in Pipedrive. This would impact your activity, calendar and list views. We know this topic has been mentioned often in the community. We’d like to…
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Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to
Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to support this?
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Outlook to Pipedrive Calendar Zap?
Hello all, I would like to create a Zap when a meeting is scheduled in an Outlook account not associated with Pipedrive to zap over an create an activity in the Pipedrive Calendar. I have tried a number of times but it's not working. Would someone have this Zap created already that they can share with me or another…