Are you tired of juggling schedules and trying to find a time that works for everyone? Pipedrive Meeting Scheduler is an excellent tool that can help you streamline your scheduling process. With Pipedrive Meeting Scheduler, you can easily set up meetings with clients, colleagues, or anyone else, without the hassle of emailing back and forth or playing phone tag.
What is Pipedrive Meeting Scheduler?
Pipedrive Meeting Scheduler is a scheduling tool that integrates with your Pipedrive account. Pipedrive is a popular CRM (customer relationship management) tool that helps businesses manage their sales process. Pipedrive Meeting Scheduler is an add-on feature that allows you to schedule meetings directly from your Pipedrive dashboard.
How does Pipedrive Meeting Scheduler work?
Pipedrive Meeting Scheduler allows you to share your availability with others. You simply set up your appointment slots in Pipedrive, and then share your customized scheduling link with others. They can then choose a time that works for both of you.
When someone schedules a meeting with you, it will automatically sync with your Pipedrive calendar. You can also set up reminders, add notes, and send follow-up emails directly from Pipedrive.
Why use Pipedrive Meeting Scheduler?
There are many benefits to using Pipedrive Meeting Scheduler. One of the most significant benefits is the time saved. Instead of going back and forth trying to find a time that works for everyone, you can share your availability and let others choose a time that works for them.
Pipedrive Meeting Scheduler is also incredibly easy to use. It integrates seamlessly with your Pipedrive account, so you don’t need to learn a new system. You can also customize your availability, add time zones, and send reminders and follow-up emails, all from within Pipedrive.
Pipedrive Meeting Scheduler also helps you maintain control over your schedule. You can set up specific appointment slots, so you’re not constantly interrupting your workday with meetings. You can also add buffer time between appointments, so you have time to prepare or wrap-up.
How to set up Pipedrive Meeting Scheduler
Setting up Pipedrive Meeting Scheduler is easy. Here’s how:
- Log in to your Pipedrive account
- Go to the “Apps and Integrations” tab in the left-hand sidebar
- Find the Pipedrive Meeting Scheduler app and click “Install”
- Follow the prompts to configure your availability and customize your scheduling link
- Share your scheduling link with others
Best practices for using Pipedrive Meeting Scheduler
Here are some best practices for using Pipedrive Meeting Scheduler:
- Set up specific appointment slots each week, so you’re not constantly interrupted with meetings
- Add buffer time between appointments, so you have time to prepare or wrap-up
- Send reminders and follow-up emails directly from Pipedrive to keep everyone on the same page
- Use the notes feature to keep track of important details discussed during the meeting
Pricing
Pipedrive Meeting Scheduler is available as an add-on feature for Pipedrive users. It is included with the Advanced, Professional, and Enterprise plans. If you’re not currently a Pipedrive user, plans start at $15 per user per month.
Conclusion
Pipedrive Meeting Scheduler is an excellent tool for managing your schedule and simplifying the scheduling process. It’s easy to use, integrates seamlessly with your Pipedrive account, and helps you maintain control over your schedule. If you’re tired of playing email tag to set up meetings, give Pipedrive Meeting Scheduler a try.