What’s the best way to send the booking page to my contacts?

There are several ways to send your Scheduler booking page to your contacts: Send a text or email the Scheduler link through Pipedrive. Include a custom message or choose one from a template Send your scheduling link directly through Gmail, Outlook or your email provider of choice with Pipedrive integrations Keep your general availability link in your email signature for easy access

How do you access the Scheduler tool in Pipedrive?

If you have the Advanced plan or higher with Pipedrive, you already have access to the meeting Scheduler tool. Access it by clicking “Meeting scheduler” in the email composer or the deal or contact view.

What information can you request in a meeting invitation?

When you create a meeting request, you can customize what information you want to collect from the contact. While name and email are required, you can also ask for a phone number, job title and any custom field you want. Set fields as optional or mandatory. All submitted information will be saved to your pipeline.

Does the scheduling tool work with Google Calendar or Microsoft Outlook calendar?

Pipedrive integrates with both Google Calendar and Microsoft Outlook, making managing multiple calendars a piece of cake. You can set a one-way or two-way sync with both apps.

What does Pipedrive’s scheduling software cost?

Pipedrive’s appointment scheduling software Scheduler is included with its Advanced, Professional and Enterprise tiers. View our pricing tiers

Scheduling tool

3 ways a scheduling tool can work for you

Scheduling appointments can be tedious and cumbersome. A scheduling tool can save you time and help you secure conversations with prospects.

Use scheduling software like Pipedrive’s Scheduler to share meeting availability, sync your calendars and avoid double bookings. Use Pipedrive’s scheduling tool to:

Secure time with hot leads
Schedule recruitment calls with candidates
Create dedicated calendars for functions like office hours

Full access. No credit card required.

What makes a scheduling tool powerful

However complex your scheduling needs, Pipedrive’s calendar activity Scheduler can manage it all in one place, meaning no more switching between tools. Look for these scheduling features to save you time and shorten the sales cycle:

Functionality

Power up your workflow with scheduling features and integrations to help you save time.

Control

Set your availability so contacts only see the times you want them to. Set up multiple calendars for different purposes.

Pipeline integration

Prioritize meetings with hot leads in your pipeline and send meeting invitations without leaving your CRM.

Notifications and reminders

Never miss a scheduled call with automated calendar invitations and the option to send call reminders.

Ease of use

Focus on your work instead of figuring out how your meeting scheduler works. Our tools are intuitive, visual and user-friendly.

Value

Reap the benefits of a multi-purposed CRM tool that includes automated scheduling instead of paying for a separate tool.

What to look for in a scheduling tool

The best calendar scheduling tools make you look professional. They get you in front of your prospects and ahead of the competition. Look for these scheduling features:

A single, shareable calendar link, adjusted for the recipient’s time zone
Buffer times to keep your meetings from running into each other
Video-conferencing tool integrations to add video links to your calls
Integrations with popular calendar tools to avoid double-booking
Pipeline integration to schedule team tasks

Share your availability with a single click

Pipedrive’s calendar tool lets you share your availability online with anyone via a simple booking page. Potential clients pick a time that suits both of you – then the real work can begin.

Here’s how it works:

Set your meeting availability by choosing your preferred meeting duration and the times that suit you
Add a note, links or any extra fields for the recipient to fill out
Save your availability as a template with its own shareable link
Email the link to your contacts and invite them to book a suitable time
Paste your Scheduler link into your email signature or into documents to provide contacts with more ways to schedule a meeting
Your contact receives your availability and selects a time that suits you both
Once scheduled, both you and your contact will receive a confirmation email
Your newly scheduled meeting is automatically added to your calendar
Pipedrive’s calendar removes booked time slots in real time for anyone else who receives your invite link

Take control of your calendar

Sharing a calendar link doesn’t mean you lose control of what gets scheduled and when.

Segment your time and create one calendar for team members and one for clients. Separate calendars for one-time events or set office hours.

Propose a time in two simple ways:

Set and share regular availability time slots
Allocate and send specific, one-off time proposals

Proposing specific times gives prospects an easy way to say “yes” and makes important meetings happen sooner.

A calendar that links to your pipeline

There’s no point in having a time-saving meeting scheduler if it doesn’t talk to the rest of your CRM. Avoid manual re-entry and notes with a CRM scheduler that integrates with your pipeline management tool’s automation software.

See which leads or contacts are going stale and need a follow-up call
Create a meeting invitation directly from the detail view of your contacts or deals
View upcoming calls and call histories with prospects in your pipeline

Case Study: How Accentuate used Pipedrive’s scheduling tool to scale its business

Before adopting Pipedrive, creative agency Accentuate used a spreadsheet to input customer data and track meetings and follow-ups. With crucial information split across email and spreadsheets, they were missing opportunities to close deals.

With Pipedrive’s CRM and scheduling tool, Accentuate quickly set up its pipeline and started booking meetings and tracking activities all in one place. After the switch, they increased their revenue 10x in four years.

“You need to be able to scale and manage your client base effectively if you want to be serious about competing in a modern business arena. And if you want to scale and manage your client base effectively you need a CRM, like Pipedrive, simple as that.”

Eden Brownlee, Accentuate

Read the case study

Marketplace integrations

Enable your tools to talk to one another with integrations to popular apps like Calendly, Google Calendar, Zoom, Zapier and more.

Calendly

Create and sync meetings between Pipedrive and Calendly. Discover how Calendly syncs with Pipedrive.

Zapier

Use automation to create custom workflows between your favorite apps. See how Zapier can connect your tools to Pipedrive.

Microsoft 365

Sync your Microsoft Teams, Calendar and Outlook to Pipedrive for seamless meeting scheduling and video calls. Sync Pipedrive and Microsoft Flow through the Marketplace.

Google Calendar

Set up a one-way or two-way sync with your work calendar to avoid double booking. Find the Google Calendar integration with Pipedrive here.

Zoom Meetings

Don’t waste time creating meeting links manually. Add your Zoom account for automated link creation. See how Zoom connects with Pipedrive.

Google Meet

Automate a video call link in your Pipedrive scheduling tool invitations with a Google Meet integration. Find out about Pipedrive’s sync with Google Meet.

LeadBooster add-on

Pipedrive’s LeadBooster add-on has four powerful features that give you more control over lead generation:

Prospector: Access a massive database of over 400 million profiles and 10 million companies, optimized around your ideal customer profile.
Chatbot: Automate customer engagement and lead qualification with a customizable, conversational Chatbot.
Live Chat: Seamlessly take over from the Chatbot on any device when a customer wants to chat with somebody in real time.
Web Forms: Let your inbound leads share their contact information with you using easy-to-build, attractive forms on your website.

Scheduler tool FAQs

There are several ways to send your Scheduler booking page to your contacts:
- Send a text or email the Scheduler link through Pipedrive. Include a custom message or choose one from a template
- Send your scheduling link directly through Gmail, Outlook or your email provider of choice with Pipedrive integrations
- Keep your general availability link in your email signature for easy access

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments