Syncing Shared Contacts

It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. 

Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact sync enabled in Pipedrive. 

I already have Gary syncing between my address book and Pipdrive, and I'm listed as the owner for Gary's record in Pipedrive. 

If my colleague adds Gary to her Google address book, now there are two copies of Gary in Pipedrive - one owned by her and one owned by me. 

This wreaks havoc on our marketing automation system and causes data integrity problems. Plus my colleague can't see my notes or calls with Gary. So we merge the two Garys, like good stewards of data do, and since I talk to Gary more than my colleague, we set me as the owner of the merged record. 

But now Gary disappears from my colleague's address book! She can't email him from gMail and can't invite him to meetings from Google Calendar. When he calls her cell phone, his name no longer pops up. 

So my colleague adds Gary back into her address book and the whole thing starts over again. 

I think there's a key feature missing to contact sync:

On the contact sync tab, there should be an additional option:

 🔘Sync Contacts owned by me
 🔘Sync ALL contacts in database
 🔘Sync contacts that match the following conditions...

Of course, if anyone else has a fix that doesn't require development on Pipedrive's part, please let me know. The battle of the duplicate contacts in Pipedrive and missing contacts in Google must end!!

 

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  • Sarah Mouton
    Sarah Mouton Posts: 5
    Integration Partner
    edited April 21 #2

    Hi Steve, this is one of the specific use cases that may be solved by using PieSync instead of Pipedrive’s native sync, as PieSync’s rule engine will give you that extra bit of control.

     

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited July 19 #3

    Thank you for the feedback, @Steve Robinson

    At the moment, indeed, you can sync your own contacts with external contacts (google contacts f..e) and if you decide to go for syncking same external contacts with several Pipedrive users on same account - each of the users will have these contact people created for them.

    Which will lead to duplication.

    And, what can be done - only one user will have external contacts connected to Pipedrive and that person will be owner of all customers.

    The other thing that you would have to do - is to make sure all the contacts are shared on the account.

    Then, both users will be able to amend contacts and send emails and no duplicates will appear.

    However, I understand that it is not ideal and left feedback to the product manager along with the options you offered.

    Kind regards,

    Vladimir

  • Silvan Siegrist
    Silvan Siegrist Posts: 1
    edited September 2021 #4

    Thank you for the feedback, @Steve Robinson

    At the moment, indeed, you can sync your own contacts with external contacts (google contacts f..e) and if you decide to go for syncking same external contacts with several Pipedrive users on same account - each of the users will have these contact people created for them.

    Which will lead to duplication.

    And, what can be done - only one user will have external contacts connected to Pipedrive and that person will be owner of all customers.

    The other thing that you would have to do - is to make sure all the contacts are shared on the account.

    Then, both users will be able to amend contacts and send emails and no duplicates will appear.

    However, I understand that it is not ideal and left feedback to the product manager along with the options you offered.

    Kind regards,

    Vladimir

    Dear@Vladimir Dubakin,

    Is there any news on this issue? I do have the same request. It would be awesome to have the option to sync contacts from all owners to my Google Contacts account!

    Best, Silvan

  • Kreete K
    Kreete K Moderator Posts: 232 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited April 2021 #5

    Thank you for the feedback, @Steve Robinson

    At the moment, indeed, you can sync your own contacts with external contacts (google contacts f..e) and if you decide to go for syncking same external contacts with several Pipedrive users on same account - each of the users will have these contact people created for them.

    Which will lead to duplication.

    And, what can be done - only one user will have external contacts connected to Pipedrive and that person will be owner of all customers.

    The other thing that you would have to do - is to make sure all the contacts are shared on the account.

    Then, both users will be able to amend contacts and send emails and no duplicates will appear.

    However, I understand that it is not ideal and left feedback to the product manager along with the options you offered.

    Kind regards,

    Vladimir

    Hi @Silvan Siegrist!

    We do not have any further updates on this feature at the moment, I am sorry. I have also shared your feedback  with the Product team to show the need for this feature update. To keep an eye on all our product updates, you can follow our What's New category in the Community. 

  • Scott Kelley
    Scott Kelley Posts: 5
    edited April 21 #6

    Hi Steve, this is one of the specific use cases that may be solved by using PieSync instead of Pipedrive’s native sync, as PieSync’s rule engine will give you that extra bit of control.

     

    PieSync was acquired by HubSpot, it is no longer available as a standalone tool. Do you know of any other tools to sync all contacts? Thanks!

  • Sylvia Holstijn
    Sylvia Holstijn Posts: 1
    edited July 19 #7

    Thank you for the feedback, @Steve Robinson

    At the moment, indeed, you can sync your own contacts with external contacts (google contacts f..e) and if you decide to go for syncking same external contacts with several Pipedrive users on same account - each of the users will have these contact people created for them.

    Which will lead to duplication.

    And, what can be done - only one user will have external contacts connected to Pipedrive and that person will be owner of all customers.

    The other thing that you would have to do - is to make sure all the contacts are shared on the account.

    Then, both users will be able to amend contacts and send emails and no duplicates will appear.

    However, I understand that it is not ideal and left feedback to the product manager along with the options you offered.

    Kind regards,

    Vladimir

    I would like to request the same feature!