synchronize the tasks from the PipeDrive Activities with (1) Microsoft To Do and (2) Apple Reminders

TilRq
TilRq Member Posts: 6 VERIFIED MEMBER
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I would like to synchronize the tasks (and only the tasks) from the PipeDrive Activities with
(1) Microsoft To Do and/or
(2) Apple Reminders.

Reasoning: Two of the most important principles of self-organization are:

(1) Tasks are not appointments/events and appointments/events are not tasks 
⇒ Tasks therefore belong on the To-Do list / in the To-Do app, and not on the calendar! 

(2) There can only ever be *one* To-Do list (To Do app)
⇒ Tasks from PipeDrive belong on your only To-Do list / To-Do app.  

⇒ calendar sync of PipeDrive does not do the job

Feature Wish: I'd love to have synchronization of PipeDrive tasks (and only tasks) with the leading To Do apps: Microsoft To Do and Apple Reminders (both would work for my because my ToDo App GoodTask does support both). 

In both apps, it is possible to keep a separate list for tasks from PipeDrive, which would be merged with other tasks into a common view. Therefore, a 2-way synchronization would be possible.

I have not yet found Marketplace tool (easy enough for me to use and affordable) that does that.

Answers

  • Josh Buesking
    Josh Buesking Member Posts: 223 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers

    You can do this with a third party tool like make.

    2-way is a little tricky but it's pretty easy to send all your tasks to todoist.

    Apply reminders is limited due to their closed ecosystem.

    This is all based on my experience when I set it up a year or two ago.