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Video call integration with Scheduler (Zoom and Microsoft Teams) - Beta release

Update: We have released this feature to all paying customers of Pipedrive now (6.05.2021)

Dear Community members!

We're pleased to let you know that the Pipedrive Scheduler is now integrated with video calling (Zoom and Microsoft Teams).

  • Set up Scheduler meeting links (general availability, pick times) with Zoom/MS Teams
  • Once a client books a meeting slot, video call links are generated.
  • Video call links are sent in the email/calendar invite notifications
  • Video call links are also linked to Pipedrive activities

We are open to community members who would be interested in trying this out and giving us feedback. The full... (More)

Planned: Video-call integration for Scheduler in all plans 🎥 📅

How will it work?

  • Automatic video call links will soon not be just for manually created activities anymore, they're around the corner for Scheduler-generated activities too!
  • Have both Zoom and Microsoft Teams integration in Pipedrive? No problem, you still get to pick.
  • Using Calendar Sync? The video call meeting links will be embedded in the calendar invites (Google or Microsoft Outlook).

For whom?

All plans, all users. Stay tuned to Research and Beta Testing announcements soon. 😉

What's next?

Integrating Google Hangouts into Activities and Scheduler.

🧠 Learn all about Video call integration for Scheduler with our tutorial.

Please note:... (More)

Josh Novak
CMO of Visible Lawyer

Changing Timezone for Client Call Calendar Invites

So like most we do a lot of zoom calls with potential clients. We deal in multiple timezones and was wondering why there is not option to send invite with their timezone set instead of my timezone set. 

For example if we are in Central and the client is in Eastern. I don't want their invite to say "2pm Central" I want the invite to say "3pm Eastern"

Any idea?

Thanks!

Define type of meeting for Scheduler before sharing link.

As of now the customer receives an email confirming that they have scheduled a meeting with me after selecting a proposed time slot. When I then "convert" that meeting into a Teams meeting the customer receives another email with a link to the Teams.

If I was able to define the type of meeting before sharing the link, the confirmation could include an invite to the Teams meeting. That way the customer, and me, only receive one email confirming the meeting and less time is used clicking around in the activity.