Hi Liz, thanks for the tutorial. How would you automate email reminders one hour or fifteen minutes before the meeting? Do I need to do this through Zapier? What's the process to follow?
You're welcome! Yes, you'd need to do this via Zapier and it's not super straightforward (nor incredibly stable)... If you wanted to try, you'd need to store the Meeting Time in Pipedrive, then you'd want to design the Zapier automation as something like: 1) Deal Matches a Filter (Meeting Date is Today) 2) Calculate 1-hour before Meeting Time 3) Delay until ^^ 4) Send 1-hour before reminder 5) Calculate 15-min before Meeting Time and then delay until that time OR just delay another ~45 minutes 6) Send 15-min before reminder I'll caution you about trying to build this. Timezones, Day Light Savings time, etc. make building these sort of automations pretty precarious in Zapier. You're welcome to try, but most likely the automation will not be sending out reminders correctly 100% of the time. If you want this level or reminder, we typically recommend using a more robust booking platform like Calendly.
You can have Leads/Deals automatically created in Pipedrive using Pipedrive's Webform tool support.pipedrive.com/en/article/web-forms. If you'd like to connect other sources, you'll need to use a 3rd party integration tool like Zapier. For example, here's how you can connect a Jotform submission to Pipedrive using Zapier ruclips.net/video/zXaxAlyzKQ0/видео.htmlfeature=shared&t=30
Hi Liz, thanks for the video I have looked into this feature but it seems that someone who books a meeting does not get the invite to sccept from pipedrive, but an email with an .ics calendar file as attachment. That makes it useless to me as the invite does not pop up in clients agenda automatically but he needs to open that ics attachment etc. With people's mailboxes overflowing they don't do this and miss the meeting. I complained at pipedrive about this and suggested to change the mail to a real meeting invite, but nothing happened so far. Is there any way to get this right or do you agree we are stuck with that .ics file that pretty much makes the whole meeting planner feature useless?
They shouldn't have to open the attachment to add the event to their calendar. The first time they're scheduling through Pipedrive, they may need to open the email and click "yes" that they're attending, but from then on out their email provider should recognize scheduler@pipedrive.com and auto-add the event to their calendar.
Ok thank you. And do you know whether it is possible when someone books a meeting and enters his name and organization, to create new person and organization with these inputs? I thought that would be standard but those fields are not connected and it seems pipedrive cannot use scheduler entries to fill in fields in pipedrive. Thanks
@@cmore2941 A person should automatically be created w/ the booking details. If that's not happening, I'd check with Pipedrive support. You could create an automation -- when an Activity is created use the details of the meeting to find or create a Person. -- but you shouldn't need to do this.
Hi Liz, thanks for the tutorial. How would you automate email reminders one hour or fifteen minutes before the meeting? Do I need to do this through Zapier? What's the process to follow?
You're welcome! Yes, you'd need to do this via Zapier and it's not super straightforward (nor incredibly stable)... If you wanted to try, you'd need to store the Meeting Time in Pipedrive, then you'd want to design the Zapier automation as something like:
1) Deal Matches a Filter (Meeting Date is Today)
2) Calculate 1-hour before Meeting Time
3) Delay until ^^
4) Send 1-hour before reminder
5) Calculate 15-min before Meeting Time and then delay until that time OR just delay another ~45 minutes
6) Send 15-min before reminder
I'll caution you about trying to build this. Timezones, Day Light Savings time, etc. make building these sort of automations pretty precarious in Zapier. You're welcome to try, but most likely the automation will not be sending out reminders correctly 100% of the time. If you want this level or reminder, we typically recommend using a more robust booking platform like Calendly.
Is it possible to automatic leads into pipedrive from different sources .Do we have an option available in pipedrive.
You can have Leads/Deals automatically created in Pipedrive using Pipedrive's Webform tool support.pipedrive.com/en/article/web-forms. If you'd like to connect other sources, you'll need to use a 3rd party integration tool like Zapier. For example, here's how you can connect a Jotform submission to Pipedrive using Zapier ruclips.net/video/zXaxAlyzKQ0/видео.htmlfeature=shared&t=30
Hi Liz, thanks for the video I have looked into this feature but it seems that someone who books a meeting does not get the invite to sccept from pipedrive, but an email with an .ics calendar file as attachment. That makes it useless to me as the invite does not pop up in clients agenda automatically but he needs to open that ics attachment etc. With people's mailboxes overflowing they don't do this and miss the meeting. I complained at pipedrive about this and suggested to change the mail to a real meeting invite, but nothing happened so far. Is there any way to get this right or do you agree we are stuck with that .ics file that pretty much makes the whole meeting planner feature useless?
They shouldn't have to open the attachment to add the event to their calendar. The first time they're scheduling through Pipedrive, they may need to open the email and click "yes" that they're attending, but from then on out their email provider should recognize scheduler@pipedrive.com and auto-add the event to their calendar.
Ok thank you. And do you know whether it is possible when someone books a meeting and enters his name and organization, to create new person and organization with these inputs? I thought that would be standard but those fields are not connected and it seems pipedrive cannot use scheduler entries to fill in fields in pipedrive. Thanks
I cannot find in automations to fill a person name field in a contact with the person name filled in in the scheduler booking page.
@@cmore2941 A person should automatically be created w/ the booking details.
If that's not happening, I'd check with Pipedrive support. You could create an automation -- when an Activity is created use the details of the meeting to find or create a Person. -- but you shouldn't need to do this.
@@opsdesigned I have the same issue, my clients have outlook on Mac and they need to open the attachment.