Troubleshooting: Contact Sync Feature in Pipedrive

When using the contact sync feature, you might encounter technical issues. Ensure your contact sync feature is active before following the troubleshooting steps outlined below.

If Contacts Are Missing

Check for Filters:

• In the list view under your People Contacts tab, check for any applied filters. Clear any existing filters by switching to Owners > Everyone under the filters button in the top right corner.

1. Check Ownership of Contacts:

   • Only contacts that you own will sync with your third-party contact provider. To see which contacts you own, go to the list view of your people contacts and select your name under the filter icon.

   

2. Check Contact Sync Settings:

   • Go to Settings > Personal preferences > Contact sync. Confirm the correct group of contacts and sync direction is selected. If One-way sync is selected, contacts from your contact provider will show up in Pipedrive but not the other way around.

   

3. Disconnect and Reconnect Contact Sync:

   • Go to Settings > Personal preferences > Contact sync > Stop sync. When reconnecting, click on "Add new account" rather than Reconnect. Re-enter the credentials of your account to reauthenticate your connection and set up your contact sync with your preferred settings.

   

If Contacts Are Not Being Updated

1. Clear Cache and Cookies:

   • Learn how to clear your browser cache and cookies here.

2. Check Contact Sync Settings:

   • Go to Settings > Personal preferences > Contact sync. Confirm the correct group of contacts and sync direction is selected. Only contacts under the synced folders will be updated.

   

3. Disconnect and Reconnect Contact Sync:

   • Go to Settings > Personal preferences > Contact sync and click on the "Stop sync" button. When reconnecting, click on "Add new account" rather than Reconnect. Re-enter the credentials of your account to reauthenticate your connection and set up your contact sync with your preferred settings.

   

If Contacts Are Being Duplicated

1. Merge Existing Duplicates:

   • Use the Merge Duplicates feature. Learn more about this feature here.

2. Disconnect and Reconnect Contact Sync:

   • If duplicates are being created for all contacts synced from your third-party contact provider, disconnect your contact sync by going to Settings > Personal preferences > Contact sync and click on the "Stop sync" button. Reach out to support.

If you are still having issues with your contact sync, reach out to Pipedrive support for further information. Any ongoing technical issues that may be affecting the contact sync feature will be posted on the Pipedrive status page.