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Activities
Activities
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Zoom Video Conferencing is here! 📽️

You’ve been asking for it, we’ve been working full-steam to bring it to you, and now it’s finally here! And we all know we’ve all been using Zoom more than ever, right?

The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app. Learn how to install and use it here.

Read about it in our blog here: English, Deutsch, Português, Español.

⚠️ Currently this integration doesn’t work for users with the “old” Google Calendar sync and the “old” activity modal yet... (More)

'Next week' relative date filters in Insights

It would be great if 'next week' could be a relative date filter in Activity insights.  Being able to understand Meeting activities with a due date of next week would be a great forward view to our sales activity next week

Birthday reminders

It would be great if you could have a button to have Activities set to remind once a year for birthdays for example 

Planned: Zoom integration

Update, it's live: https://support.pipedrive.com/hc/en-us/articles/360008910817-Pipedrive-Integration-Zoom-Meetings-BETA-

One of our internal teams has started to work on an integration with Zoom. During our mission to deliver this integration app to our Marketplace we hope to deliver to options to:

  • Schedule a meeting with Zoom details (link) from the scheduler and activity page
  • Log meeting notes and the Zoom recording in the activity

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned? topic and does not communicate exact timelines for delivery.

Update:

We've opened up beta testing for this upcoming feature, if you're interested in trying... (More)