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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