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One-click meeting scheduling?
I feel like a tool sending a Calendly-style link because it feels like I'm asking the person to do work. But when I do "manual scheduling" I hate the tabbing back and forth between my email and my calendar, then blocking out all the options I've given that person so I don't accidentally double book a slot, and then finally…
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I have a recurring weekly meeting in my outlook calendar every wednesday morning. I synced my calend
I have a recurring weekly meeting in my outlook calendar every wednesday morning. I synced my calendar to pipedrive and this meeting was brought in every week. The meeting has been cancelled and so I cancelled it in my outlook, now my outlooks never shows that meeting, however pipedrive is still showing the meeting…
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Calendar 2-way sync lag time?
I have two-way sync setup on my calendar (PD to Outlook/Office365). I have noticed a significant lag time for syncing, especially from Outlook to PD. If I adjust/move/change a time or duration on an event in my calendar it sometimes does not update in Pipedrive at all or takes hours if not days. Is there an expected lag…
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Calendar Sync not available
Hi, I'm trying to setup Calendar Sync, however I can only see an option for Google Calendar: Can anyone advise why this may be? Thanks, Oliver
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Syncing Appointments To More Than One Google Calendar
Hey everyone, I was wondering if anyone had any suggestions or solutions for me. Our company has a custom user field in our "Add Deal" section called Estimator, and in this field we select which estimator will be going to the appointment booked and pricing out the job. I'm wondering if anyone knows of a solution for having…
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Google Calendar is not syncing
My email account is connected. the synced calendar is displayed in Google. the Pipedrive activity is set to just [subject]. Nothing is showing up in Google Calendar.
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Deletion permission with Google Calendar
Hi. I want to sync Pipedrive to my Google Calendar so I can track calendar interactions. However, I'm not too comfortable with the permission that enables Pipedrive to delete all my calendars and events (!) :) . Can I sync for visibility only? It would be great to have the option because I won't be managing my Calendar…
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How to remove google calendar meetings?
I did the google calendar sync wrong, clicking 2-way sync. Now I have it set to 1 way, but is there any way to remove hundreds of future meeting activities that aren't related to pipedrive contacts from pipedrive's calendar/activity list?
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"HIdden" field I can borrow in Activities?
The Pipedrive Outlook calendar integration lacks a bit for our user's needs. For example, items are added into Outlook as UTC time, there isn't a default 15 minute reminder for them, not enough body, description, and activity type data appears in the Outlook item, etc. So I am using the Pipedrive API along with the…
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Hello everyone.. I do a certain action around 30 times a week and would like to have it Automated..
Hello everyone.. I do a certain action around 30 times a week and would like to have it Automated.. When I click "scheduled Consultation" I would like for Google calendar to pull up a meeting notice, enter in "Name of client - First Consultation (Phone Call)", put in the notes section their phone number, and put their…
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When replying to an email from within Pipedrive, it's possible to add possible timeslots. However, w
When replying to an email from within Pipedrive, it's possible to add possible timeslots. However, when the recipient selects a timeslot, is it possible for this meeting to automatically contain a Hangout link? (We're using Gsuite). Thanks
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Pipedrive CALLS sync to my Gcalendar as Events. So when I'm in pipedrive, and I mark a call as done,
Pipedrive CALLS sync to my Gcalendar as Events. So when I'm in pipedrive, and I mark a call as done, it doesn't get crossed out in my Gcal... Because Gcal events can't be crossed out, only Gcal Tasks can. => How can Pipedrive "Call" activities sync to my Gcal as Tasks? As opposed to Events? Thanks
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Associate Google Agenda activities to opps using opp email
We suggest that when we send a meeting that we scheduled within Google Agenda to the email of a specific opportunity, then the activity should be associated to that opportunity. Currently, if we do this, it´s associated as a standard email, not as an activity of the opportunity.
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Duplicated Activities from Outlook
I am getting a lot of duplication of my outlook events in PD. That's the vast majority of outlook events showing in PD. My outlook looks correct. Any fix for this? It is a bit annoying.