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Customizing the content of calendar invites
It would be of great value to have the option to customize the content of the calendar invite email and what it includes. For example, I would love to remove the organization's name from the body of the email. Organizations in our database have unique codes and are formatted in ALL CAPs, so having the name show up in the…
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Multiple People Meeting Scheduler
It would be very very helpful to be able to add more than one person to a meeting scheduler link. My use case is that I want my CRO to be able to jump on all our client calls. Right now, I have to manually create events in my calendar to block when he's not available. A common link would be incredibly useful!
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Scheduler is very limited
You cannot embed it on a homepage. There is no dark mode available. You cannot get rid of the pipedrive logo.
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Anyway to copy a scheduler instead of redoing it each time?
Would be great to just copy and edit a scheduler instead of redoing (along with mandatory questions etc)
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How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
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Merged: Embed "Propose times" (Scheduler) on web
This discussion has been merged.
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Our pain points with pipedrive
We are a startup with a hand full of people that runs on pipedrive. I.e. we use pipedrive (professional) at the core of our business for CRM, sales forecasting, project management and email marketing. Pipedrive has been recommended to us as a startup friendly alternative to HubSpot. We have the following pain points with…
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Allow for a pre-set language option in the scheduler
Hi! Currently, the scheduler automatically adopts the language of use in the region that corresponds to the IP-address that uses the scheduler. However, this excludes a substantial use case in which the local language is not the preferred language. In our company's case, we are based in the Netherlands but 95% of our…
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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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Merged: Scheduler feature requests
This discussion has been merged.
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Custom BUFFER AND TIME SETTINGS on meetings
Instead of having drop downs for 15 / 30 / 45 min can you just let me choose my own e.g. 20m or 40m. We're having to look at a different solution just because our meeting times don't fit your presets.
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Logo by Scheduler
Hi! I coundn't find this information anywhere - is it possible to exchange the logo by Scheduler from the Pipdrive logo to our company's logo? If yes, where can I find it in the settings? Thanks!
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Viewing Scheduled Emails
I searched for this, but didn't find a previous thread on it. I'm probably just not using the correct search terms though, as this is such a big pain in the butt, I can't be the only one who's noticed it. Can you please update the functioning of the Outbox so that if we click on a message, we can view its contents? I use…
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Merged: Brand scheduler function
This discussion has been merged.
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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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PLEASE - Detect conflicts with other calendars in Scheduler to prevent double bookings!
Pipedrive's Scheduler makes a horrible assumption that a user only has one and only one calendar. Believe it of not, I actually have a personal calendar for - you guessed it - personal events. Yet the pipedrive scheduler has no facility to check my personal calendar for conflicts before displaying my availability and…
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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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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…
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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.
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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?…
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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…
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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…
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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…
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📅 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...
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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
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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?
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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…
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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…
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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.