Pipedrive has a setting to connect "calls" to your users calendar and it's been extremely helpful as far as tracking missed calls. Unfortunately I'm not able to filter for only missed calls and I was seeing every call made by every user. My suggestion is to make a filterable setting on connecting Users to only their…
I would like to sync meetings setup in PipeDrive to an Outlook calendars, but not bringing calendar events from Outlook into PipeDrive. Two of our users have sync'd their email to PipeDrive. This results in Outlook calendar events populating as Tasks for the users in PipeDrive. We do not want this to happen. We only want…
We integrated Sakari with Pipedrive -using the marketplace app. The timeline display configuration option (in Sakari) was set both as Activity or Notes. In both cases, our sales staff calendars got filled with hundreds of SMS entries. The only option we saw to not fill up calendars with this SMS was turning off the…
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.
Greetings, I am trying to reset the calendar sync with my Google Calendar. In the calendar sync settings it shows everything correctly. It also shows that the sync is active. However, it is not correctly reflecting my availability based on what I have scheduled in Google Calendar. What do I need to do to get Pipedrive…
My company recently moved to Pipedrive, and one thing we're really missing from our previous tool is the automatic linking of calendar events to CRM entities. I understand that creating an activity will link the activity to the entity, but I have hundreds of events on our team calendars from the past that I would like…
Having an 8 day view would make it so much easier to move tasks from one week to another. Can this be considered?
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
It would be helpful to have the option to view national holidays (such as UK bank holidays) within the pipedrive calendar, to avoid unintentionally scheduling activities to be due on those date.
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