Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule an Activity in Pipedrive.
Preferred workflow and the breakdown:
- Calendar Sync is turned on (we are asking folks to only use One Way Sync as to not gum up the system with all their Outlook items)
- Someone wants to add an Activity, but they cannot see their Outlook items in the right-side calendar view (because we are only using One Way Sync)
- An Activity is added, and the Sync pushes it to Outlook (this works great)
Would it be possible to add a checkbox that says "Do not copy external calendar items to Pipedrive as Activities"?
Comments
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Just wondering... has anyone from Pipedrive looked into this?
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Hi @Josh Monifi , do you mean something like having visibility on multiple calendars while only syncing one calendar? If so, it is not in the plans for the very near future, though the feedback has been made visible to our product team.
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Hi @Manuel Oliveira - that's not it, as most people only have one calendar.
What we don't want to happen with two-way sync (and what is currently happening) is that Outlook calendar items get copied over to Pipedrive as Activities. For example, with two-way sync, all of our internal meetings get copied over to Pipedrive as Activities. This is not what we want.
Happy to jump on a call and show you/explain!
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Agreed! this is a huge issue for us trying to get pipe drive launched. we are trying to use it of relationship management and deal flow but our account team also executes on projects and would be great to not have it all in the system. makes tracking their undone sales activities untenable as there are hunderes of other "activities" thave have been made.
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Hello Pipedrive, any movement on this?
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Hi @Josh Monifi , I have passed the feedback on to our product team, and they’re keeping an eye on how many feedback requests and upvotes are coming for this specific feature. But it is not planned for the very near future, such as this quarter.
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you should also consider just basic user functionality… no one on my team participates in these forums and all of them are effected. we had to quash it early the two way synch as it throws off all reporting metrics for outreach but our team all want it. Would be great to understand the intent of brining all calendar appointments in as activities, what was the desired work flow in doing that when it was designed?
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This annoys me too. I want to be able to use the scheduler of Pipedrive but can't use it because when I activate 2-way sync all my activities are imported and I don't have a clear overview anymore of my sales-related activities.
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@aaron_eye5 & @Anthony Vandenberghe please upvote this if you haven't already!
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Same as the above comment. It seems like such a basic element of a CRM, but Pipedrive handles calendar events in such a clumsy way. These events from my Outlook calendar should not be activities that I have to mark as done.
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Agree! This makes us not use the two-way-sync. It just doesn't make any sense that all our internal company meeting should be turned into activities in Pipedrive.
I really wish Pipedrive would add a checkbox that says "Do not copy external calendar items to Pipedrive as Activities"?
Hoping for movement on this!2 -
Thanks for the input, @RBoileau!
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