Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First, click on the "Activities" tab in the left sidebar
2. Next click the "Meeting scheduler" dropdown button in the top toolbar
3. Then select the "Pick times" option from the dropdown menu
4. To choose a meeting duration, click on the "Meeting duration" dropdown
5. Next select your desired duration from the options
6. Then click on a specific date and time slot from the calendar view
7. Click "Continue to meeting details" button at the bottom
8. Next customize the meeting details such as meeting name, location, description, video call options, required fields, and an optional footer
9. Then once done, click on "Continue" button to proceed
10. Now copy the generated link to share with recipients, add to email or embed it on your website
11. Finally, click the "Done" button to finalize the setup
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Why should you use this feature?
Pipedrive is a dynamic tool designed to streamline sales and pipeline management for businesses.
Scheduling an appointment in Pipedrive is a breeze, ensuring you never miss essential client interactions. This feature enables seamless coordination of your meetings, allowing you to focus more on building relationships than on administrative tasks.
By integrating scheduling within the platform, Pipedrive helps users maintain an organized calendar, elevating productivity and enhancing client satisfaction. It ensures a polished, professional interaction every time.
Last update
December 11, 2025
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