Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
Overview: Currently, Pipedrive’s appointment scheduler includes a default phone number field in the scheduling form. This field is intended for users to input their phone number, but many customers fill it in without including the country code, which causes issues with the accuracy of the data. We often receive phone…
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
I have a linked Google calendar in my Pipedrive account. It wants to use the Meeting scheduler. Unfortunately, it is possible for someone to book an appointment in the calendar, even though I have another event at that time. Can't this be fixed?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
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…
I have a question about the meeting setup. Right now, my AI answering service automatically sends the scheduling link to callers who want to book an appointment, which is working well. However, most of these people have never filled out a web form and aren’t in Pipedrive. I’d like to have a lead created automatically, but…
I just learned about Scheduler through a Pipedrive Webinar with Bruna and I would love to make the switch from Calendly. There is one problem I am facing - locking a timezone. Calendly gives me the option to lock a timezone so that both myself and my clients see the same time. It honestly eliminates confusion, because…
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