Knowledge Base

Topics
Setting up a video call
Joining a Scheduler video call meeting
Reconnecting your integration

Video call integration for Scheduler

BF
Breandan Flood, November 2, 2023
Note: You’ll need to install a video conferencing integration for this feature to work, which you can find in our Marketplace.

With Pipedrive’s Scheduler feature, you can use our integrations with Zoom, Google Meet and Microsoft teams to schedule calls for your meetings and activities.


Setting up a video call

Go to Activities > Meeting scheduler and select either “Manage availability” or “Pick times.”

With either option, you’ll input your available times and then select “Continue to meeting details.”

If you have one of the video call integrations installed, you can click “Make it a [video call integration] meeting” to add a video call link to your appointment.

Any integration you don’t have can be installed by clicking on the name of the integration from the drop-down menu.

Note: If you have multiple video call integrations installed, you must select one to use for the scheduled appointment since you can’t attach multiple video call links.

Joining a Scheduler video call meeting

Note: Video call links are not displayed on the confirmation screen.

Once the meeting is created through the Scheduler, the confirmation screen will indicate that the meeting will be a video call.

Both the Pipedrive user and the guest will receive an email with links to join the video call.

The guest can also reschedule or cancel the meeting at the bottom of the meeting confirmation email.

Note: If calendar sync is enabled, the video call meeting links are embedded in the calendar invites (Google or Microsoft Outlook.)

Reconnecting your integration

If the authentication tokens for your video call integration expire, or you haven’t finished integrating your video calling tool, your guest will receive a different confirmation email without a link to the video call.

You will receive an email prompting you to reconnect your account to set up the video call.

Once you have reconnected your video call integration, you can edit the activity to make it a video meeting. And after you’ve updated the activity, the guest will receive an email with the updated video call link.

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