Calendar Sync in Pipedrive

Keeping track of all your upcoming tasks, whether business or personal, is crucial. Managing several calendars can lead to double-booking or missed appointments, which may cause unprofessional situations or lost deals. To avoid this, we recommend syncing your Pipedrive account to your preferred calendar system—Google, Exchange, Outlook, or Office—using Pipedrive’s calendar sync feature.

Setup

To enable the calendar sync, go to Personal Preferences > Calendar Sync and click “Add New Account.”

Provide the email address and password credentials for the calendar account you wish to sync with Pipedrive.

Settings

When syncing your calendar with Pipedrive, you can customise several options, such as which calendar to sync (if you have multiple) and the type of sync you wish to initiate.

You can also choose if deal and contact information should be included in your activities.

Two-way Sync

When two-way sync is selected, activities created in Pipedrive will sync to the linked calendar, and events created in the linked calendar will sync to Pipedrive. Edits made to either will update the corresponding activity or calendar event.

When selecting "Save calendar events to Pipedrive as," this refers to the events in your synced calendar that will transfer to Pipedrive and the activity type they will have. This option appears only when two-way sync is selected.

One-way Sync

When one-way sync is selected, activities created in Pipedrive will sync to the linked calendar, but events created in the linked calendar will not create activities in Pipedrive. Changes made in the linked calendar to events created by Pipedrive activities will still update the activity in Pipedrive.

You can choose to sync any default activity types—call, meeting, task, deadline, email, lunch—or any custom activity types created for your company account. Learn more about activities and custom activity types in this article.

When selecting “Sync these Pipedrive activities to calendar,” choose which Pipedrive activity types you wish to sync to your calendar. If you prefer to keep any activities from being synced, unselect the relevant activity types.

Any changes made to these options—like changing which Pipedrive activities are synced—will be saved automatically in Pipedrive.

This guide helps you set up and manage calendar sync in Pipedrive effectively. For additional support, refer to our support resources or reach out to our team.