How to Sync Your Pipedrive Activities with Google Calendar or Outlook
Sync Pipedrive tasks seamlessly with Google Calendar or Outlook. Stay organized, never miss a task, and boost productivity effortlessly.
1
Accessing Calendar Sync Settings
Navigate to the Settings menu in Pipedrive, and under the Personal section, click on "Calendar Sync."
2
Connecting Your Calendar
Pipedrive supports syncing with major calendar providers like Google and Microsoft. Connect your preferred calendar to Pipedrive by selecting it on this page.
3
Configuring Sync Options
Once your calendar is connected, select the specific calendar you want to sync and choose between a one-way or two-way sync. For a two-way sync, set up the default activity type. You can also disable sync for certain activity types if desired.
4
Understanding Sync Limitations
Note that when you first initiate the sync, Pipedrive will only sync events planned after the sync is initiated. Past events won't be synced.
5
Viewing Synced Events in Pipedrive
After syncing your calendar, your events will appear in your Pipedrive activity list and calendar.
6
Adding Activities in Pipedrive
You can now add more activities within Pipedrive and send calendar invites to contact persons.
7
Syncing Pipedrive Activities to Your External Calendar
Activities created in Pipedrive will sync back to your external calendar, ensuring both calendars stay up-to-date.
Elevate your task management game by integrating Pipedrive with Google Calendar or Outlook. Streamline workflows, save time, and conquer your goals efficiently. Try it today!
