Scheduler

Automation: meeting booked -> person to lead inbox
Hi Pipedrive community! Is it possible to automatically convert a contact person into a lead when a meeting is booked via the scheduler tool? Or do I need to use another tool for automation, such as Zapier?
Scheduler & self-reported attribution
Hi Pipedrive community, I really like the scheduler tool with which a prospect can book a call with one of our sales reps. Now, when someone books a demo or when the widget closes, I want to ask the client how they found us for self-reported attribution. What is the best way to do this? I am asking this because the…
Embedding Schedule on website
I'd like to see if we can get HTML so we can embed the schedule on our website. I'd also like to be able to REMOVE the person's name as that may not be who they end up meeting with. And if it's possible to remove the large pipedrive tag at the top (especially since this is linked to the scheduler info page on PD's…
Scheduler - Add redirect URL and mapp answers to contacts fields
Hi, It so frustrating to not be able to link new questions created within the scheduler to related contacts fields... Please allows this function ! Second things : please create a "redirection url" option at the end of the scheduler settings. It so important to allows conversion tracking of leads and adds campaigns Thanks
Scheduler - Custom Styling
We should really have the ability to customize the style (Color, logo, profile picture) of the scheduler portal that clients see when booking time with us. This would be just like every other scheduling app in the industry; Calendly, Hubspot, and so on... In general it would be nice if it just started look more like the…
Better Brand Visibility with Scheduling and Contracts
Hi Pipe Drive, I think your CRM is a very nice product and one of the easiest CRM I've found to use, but currently, I believe you are missing a pretty big mark for some businesses here - The idea of having an all-in-one effortlessly. Currently, I'm using Square for payments, contracts and appointments. Predominately,…
Scheduler - Connect Multiple Calendars
It would be great if the Pipedrive scheduler could check availability on multiple calendars and then post the event to one. Just like in Calendly.
Sync scheduler with multiple Google calendars
I would love to be able to replace Calendly with PD's Scheduler function. However, I need the tool to check availability across multiple Google Calendars, which it seems Scheduler can't do yet. Thanks!
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.
Scheduler activities - option to set default to 'Free' - to allow multiple booking
Our company carries out survey visits; clients can book an am or pm slot (between 1pm-5pm for example). However, Scheduler doesn't allow for multiple slots, so once the slot is taken, nobody else can book the same afternoon. It would be good to be able to set the scheduler appointments to Free or Busy, or have an option to…
Solution for Calendar Conflicts
Morning, I have started using the booking app in Pipedrive. However, I have second company that uses Calendly. I can add a second Calendar to avoid conflicts in Calendly, but is it possible in reverse, so the booking app in Pipedrive recognises when I am booked in my second company? Solutions and workarounds appreciated!…
Is scheduling a reoccurring activity possible?
I've read upon scheduling repeat activities, but there doesn't seem to be a simple button to make an activity reoccurring. Has this been suggested to the developers?
Send email reminders once booked onto meeting
Hey I am finally trying to make full use of PipeDrive. I have created a meeting via Scheduler. The downside is, once someone books a meeting I can't seem to send them email reminders (24 hours and 1 hour) before the meeting. Is there a workaround for this? Thanks TK
E-mail Scheduler and Multiple people booking the same time slot in calendar
The e-mail scheduler feature - to choose a time when the e-mail is going to be sent, would be very helpful. This is for replying to one-off prospects from campaign but abiding to their timezone. The second feature i would like to use for scheduling webinars where multiple people need to click and schedule the same time…
Is there a way to time an activity?
Hello all, I'm having trouble to time new activities. I would like to schedule an event and 35 days prior to the event create an activity for myself. At the moment i'm manually planning all the activities. But I would like to fill in the event date and get an automated activity 35 days prior to send an e-mail. Any ideas on…
What Schedule Management tool do you use? Bonus points if you share the "why" :-)
What Schedule Management tool do you use? Bonus points if you share the "why" :-)
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…
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
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…
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…
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
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 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?
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…

Scheduler

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