Contact sync to Outlook?

Ranjith
Ranjith Member Posts: 4 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

What is the best practices around sync should be shared (better to maintain in PD and sync to outlook? Or other way around?)

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  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #2

    @Amit Sarda would you like to share some wisdom? 😉

    @Ranjith You can set up Contact sync to be a one-way or two-way process n PIpedrive, depending on what works best for you; keep in mind that one-way only works from the external source into Pipedrive and not the other way around. Learn more about it here.

     

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