Re-occurring Google Calendar sync issue with Pipedrive

Ebony Preece
Ebony Preece Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

I'm needing the ability to create re-occurring tasks that sync from Google Calendar to Pipedrive as Pipedrive doesn't have this ability as yet.

I have found although we have two-way sync activated for staff, only the initial activity appears in the task list and calendar, the reoccurrence then only appears in the Pipedrive calendar, not in the task list (which is what we want). Why?

Pipedrive sync settings.png
Google Calendar - Reoccuring event.png
Pipedrive - sync appears in calendar.png
Pipedrive - re-occuring sync does not appear in activity list after first task .png

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @Ebony Preece,

    The Task List (or the Activity List view) would only show activities based on their Due Date by default, and these can be adjusted using the Quick filters in the Activity List View:

    list view-actiivty.png

    If you wish to see all recurring activities regardless of the due date, you can set a custom filter based on the Activity Subject and Due Date parameters. I can share an example below:

    activity filter.png

    This filter will show all activities that have the subject Payroll prep regardless of the due date. I hope this helps.

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