Scheduler

Multiple users scheduler synchronization
Hi PipeDrive team, I would like to use the scheduler to be able to arrange calls with the client in which multiple PipeDrive users participate. To do this, however, I would need to include in the scheduler's availability the schedules of my other colleagues who will need to attend the meeting. So my question is if it…
Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
Scheduling for teams
Hi the scheduler works lovely and with lead booster bot even better. however - I’m surprised there is still no teams function Within this.. so we have to use calendly which is good but zapier integration for deal creation etc. is teams scheduling coming and is there going to be an embed option rather than us using I frame?…
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and t
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and the Pipedrive logo. I would prefer the option to use the theme my LeadBooster uses. Ideally, my company's logo would be there too, not the Pipedrive logo. The client might delete the item because they don't recognize the…
Ability to white label / company brand the "Propose Times" link
At the moment when our customers click the link, it is all branded Pipedrive. We would like to be able to change some settings company-wide on this page. e.g. add our logo and colour branding. Get rid of Pipedrive branding. We are paying for the "Professional" subscription. Thank you! P.S. The design of this page is a…
Scheduler link parameters
Hello ! It would be really nice to have the possibility to choose the language of the scheduling pages, as well as to be able to fill in the customer's contact information in advance in the URL. Like so : https://xxxxx.pipedrive.com/scheduler/xxxxxxx/call-deal/?lang=fr&email=doc@brown.com&name=Dr Emett…
📅 Pre-populate Scheduler Form
I want to prepopulate the scheduler form with parameters I'm passing through a URL. Does anyone know what Pipedrive scheduler is using as parameters for the scheduler form fields, for example does scheduler use first_name or firstname or %firstname% etc...
Appointment Status Options
I'd like to see the ability to mark an appointment as something other than completed. * No Show * Canceled * Rescheduled * Showed Thank you
Scheduler combining multiple users' availabilities
Hello, It looks like the scheduler is only suitable for personal meetings and not for offering users an initial meeting when it's not important whom you meet, but rather that convenient time slots can be offered. How do you work around this issue?
Set language of meeting planner invitations
Hi, We would like to set the language of the invitation according to the receipient in order to serve the customer more individually. At the moment he has to switch from the the preset language to his own. But I don't think that many customers will find this button.
proposed time #emails #propose #times #googlemeet #scheduling #people #professionalis #activities #c
Hi there, Does anyone have a work around for proposing times via Pipedrive that allow for more participants than just the host and the person who signed up for that timeslot to be added automatically to the meeting? Currently having to manually add people after each scheduled meeting and it looks so unprofessional with the…
파이프드라이브 가이드: 파이프드라이브로 간편하게 미팅 스케줄 설정하기
질문: 파이프드라이브를 통해 미팅 일정을 Fix하려면 어떻게 해야 하나요? 답변: 파이프드라이브의 '시간 제안' 기능을 통해 미팅 일정을 간편하게 설정할 수 있습니다. 주의: * 파이프드라이브 '시간 제안' 기능은 어드밴스드 플랜부터 제공됩니다. * 어드밴스드 플랜에서는 '시간 제안' 스케줄러를 1개만 설정할 수 있습니다. * 리드부스터 애드온을 사용하거나, 프로페셔널 플랜부터는 제한 없이 스케줄러를 사용할 수 있습니다. 1. 일반적인 일정 설정하기 * 위 기능은 불특정 다수에게 스케줄러를 제공할 때 사용할 수 있는 기능입니다. * 사용 예시 : 웨비나 예약 / 고객의 데모…
Workflow automation using emails or text messages
Questioning if Pipedrive has capability to confirm, remind, and follow up on scheduled events via workflow automation? I use this capability with Calendly but would prefer to stay within Pipedrive. Any guidance would be appreciated. Thanks.
What's Pipedrive? or No I don't want a demo
Have you ever been asked whats Pipedrive when sending a prospect a calendar link? Happens to me all to frequently https://share.getcloudapp.com/nOu9wDRj I would like to edit the name of "Pipedrive" into my company name on the invite link... Please make it happen, development team :)
Company Logo? Workflow Automation? yeah or nah...
Hey team Pipedrive. I'm sure i'm not the only one that has in-bound online bookings as the first step in my pipeline. With all of pipedrive's other great features, why does this important entry to the pipe, seem to be so neglected? Please give me an early Christmas present and tell me this on the development roadmap for…
Offer amended details in the activities section
I use the Pipedrive meeting scheduler for my teleappointer who fills out the appointment to populate my scheduled meetings. However currently as there is no option to book an appointment in the scheduler without an email address he has been putting his own one, this is causing further issues in linking multiple meetings…
Add "Accepted Scheduler Events" to Deals for Workflow Automation
We would like to automate "accepted" scheduler events so they can be utilized by Workflow Automation. Currently, when a scheduler invite is accepted, nothing is logged within the deal, so we are not able to utilize Workflow Automation to do anything specific to the deal...such as move to the next stage. Really weird you…
Strugling to find good meeting scheduler - potential for Pipedrive
I would love to see a scheduler, where my team can combine multiple slots and share them online. We have a callcentre and we have trouble to organise the calls as well as somehow automate reminders and follow ups on meetings. With pipedrive scheduler, it would be everything super easy and meetings would go directly to the…
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…
When using the Propose Time, I've seen the available hours does not take into account my current eve
When using the Propose Time, I've seen the available hours does not take into account my current events in the calendar. So for example, if I book a demo with a client through a phone call at 10am Friday directly on my calendar, clients can still book with me at that time trough the Propose Time link. It would be nice if…
Sync existing Outlook calendar events with new Pipeline activites?
In order to avoid duplication and to streamline work, is there a way to pick an existing calendar event ( a meeting invite for example) as a Pipedrive scheduled activity? Thanks/Erhan
Outlook Sync
I just noticed...probably should have before...that any recurring Outlook items sync to Pipedrive as LOCKED activities and cannot be removed. This is troublesome when that item may have ended as you cannot remove it from your Pipedrive calendar or use that time for Scheduler. Would love it if there was a way to get that…
New: Google Meet integration in Activities and Scheduler
Update 21/07/2021: Out now for all accounts and users 🎉 Why? To allow scheduling calls using Google Meet seamlessly from inside Pipedrive. Just like you can already do with Microsoft Teams and Zoom. What am I be able to do? Set up and use Google Meet as a video-call integration in Pipedrive. Learn all about this feature…
Merged: Common guys. The Professional plan should have the capability to remove the Pipedrive brand…
This discussion has been merged.
Planificateur sur seulement 2 mois lissants
Bonjour, Y a-t-il une possibilité de proposer une planification de rdv sur une plage de temps qui puisse dépasser 2 mois lissants ? A ce jour et sauf erreur de ma part, nous pouvons planifier sur notre agenda Pipedrive des propositions de rdv sur une durée infinie, mais... la personne (prospect/client) qui reçoit le lien…
Rescheduler in Scheduler
Does the Scheduler email the client receives after booking come with a reschedule link?
Feature request Scheduler: video call integration
Hi there, I was really perplexed to find that the Scheduler feature doesn't support the integration with video calls like Zoom/MS Teams. I switched from Calendly to Pipedrive to have everything in one place but I guess this is not possible yet (as was confirmed on chat). Please add this feature soon since the integration…
Video call integration with Scheduler (Zoom and Microsoft Teams) - Beta release
Update: We have released this feature to all paying customers of Pipedrive now (6.05.2021) Dear Community members! We're pleased to let you know that the Pipedrive Scheduler is now integrated with video calling (Zoom and Microsoft Teams). * Set up Scheduler meeting links (general availability, pick times) with Zoom/MS…
Planned: Video-call integration for Scheduler in all plans 🎥 📅
Scheduler video call links are generated after the invitee has confirmed a meeting slot on Scheduler. How will it work? * Automatic video call links will soon not be just for manually created activities anymore, they're around the corner for Scheduler-generated activities too! * Have both Zoom and Microsoft Teams…

Scheduler

Discussion List