How to create a calendar
Pipedrive does not have a native calendar creation feature. To manage availability and let clients book meetings, you must configure the Scheduler (booking link) and sync your Google Calendar or Outlook. The process spans multiple sections and settings. In Teeo, one message creates and configures your calendar instantly.
How to do it in Teeo
“Create a sales calendar available Monday to Friday from 9am to 6pm with 45-minute meetings”
Your calendar is configured with available times and the link to schedule meetings.
How to create a calendar in Pipedrive: step by step
Requirements
- ·Pipedrive has no native 'create a calendar' feature. The closest tool is the Scheduler, which generates a booking link with custom availability.
- ·The Scheduler is available on all paid plans. It requires connecting your Google Calendar or Microsoft Outlook first to reflect real availability.
- ·The Activities calendar view in Pipedrive shows scheduled activities but does not allow external contacts to book directly.
- ·To sync Google Calendar: Settings > Personal preferences > Calendar sync.
Log in to Pipedrive
Go to app.pipedrive.com and enter your credentials. Make sure you have an active paid plan (Essential or above) to access the Scheduler.
Sync your Google Calendar or Outlook
Click your avatar or username in the top right and select 'Personal preferences'. Then go to the 'Calendar sync' tab. Click 'Connect Google Calendar' or 'Connect Microsoft Outlook' and authorize access. This sync is required for the Scheduler to reflect your real availability.
Confirm the sync is active
Once the connection is authorized, you will see your Google or Microsoft account name in the Calendar sync section with a 'Connected' status. Make sure the correct calendar is selected as the primary one for availability checks.
Navigate to the Scheduler tool
In the left sidebar, click the tools icon (wrench) or go to 'Tools and apps' in the top menu. Select 'Scheduler'. This is Pipedrive's feature for creating meeting booking links.
Create a new Scheduler
Inside the Scheduler section, click the '+ Create new Scheduler' or 'New scheduling link' button. A setup wizard with several steps will open.
Set the meeting type and duration
In the Scheduler wizard, enter the meeting name (e.g., 'Sales meeting'). Select the duration: choose 45 minutes in the duration selector. You can also add a description that guests will see when booking.
Define available days and hours
In the availability section, enable the weekdays: check Monday, Tuesday, Wednesday, Thursday, and Friday. For each day, set the time range from 9:00 a.m. to 6:00 p.m. Uncheck Saturday and Sunday. Pipedrive will use this configuration together with your synced calendar to show only free time slots.
Configure additional options
Set the minimum advance notice for booking (e.g., 1 hour) and the maximum booking window (e.g., 30 days). Optionally enable a buffer between meetings to avoid back-to-back sessions.
Save and copy your calendar link
Click 'Save' or 'Create scheduling link'. Pipedrive will generate a unique URL. Copy this link and share it in your email signature, proposals, or prospecting messages so clients can book directly.
Frequently asked questions
Does Pipedrive have a native calendar for scheduling meetings with clients?
Not natively as a calendar creation tool. Pipedrive offers the Scheduler, which generates a booking link for clients to schedule meetings according to your availability. To reflect your real availability, you must first sync your Google Calendar or Microsoft Outlook from Settings > Personal preferences > Calendar sync.
Is the Pipedrive Scheduler available on all plans?
Yes, the Scheduler is available on all Pipedrive paid plans (Essential, Advanced, Professional, Power, and Enterprise). However, to take full advantage of its capabilities such as multiple meeting types and advanced customization, the Advanced plan or above is recommended.
Can I create multiple calendars with different schedules in Pipedrive?
Yes, you can create multiple Schedulers with different availability configurations and durations. For example, you can have one Scheduler for 30-minute demos and another for 60-minute consultations, each with its own booking link and specific time slots.