Calendar Sync - I want < 5% of entries in Pipedrive

Mark Haller
Mark Haller Posts: 19
Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

I'm in meetings all day.  It's mad.  I need a PA.  And four arms and two heads.  But that's not this request.

Out of maybe 50 calendar entries per week, only 5-10 will want to be in Pipedrive.

I use Calendar Sync and I use Outlook with Office 365.

I'd love the ability to only sync activities from Outlook which I flag in some way to go to Pipedrive (like label = CRM, or category type = CRM or something).   I know Salesforce connectors do this.  Can you?

And yes, I know you can choose different calendars to sync, but I don't want that - my work calendar is my work calendar.  It's just that, only a small number are tracking against client meetings and things I want in Pipedrive.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,043
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #2

    Hi @Mark Haller 

    Thanks for sharing this one as well. I'll pass it on to the team on calendar sync. For now indeed the only solution would be to have those activities in a separate calendar and sync that one..

  • Mark Haller
    Mark Haller Posts: 19
    Second Anniversary Photogenic
    edited February 2022 #3

    Thanks Mike!

    This is not going to be possible for me - and I don't know if it would be for any of your Office365 customers (not sure what percentage that makes of your userbase).

    If you need anything testing/etc or want clarification of feedback on any ideas - let me know!

  • Mike van der Valk
    Mike van der Valk Posts: 4,043
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited October 2020 #4
    Mark Haller said:

    Thanks Mike!

    This is not going to be possible for me - and I don't know if it would be for any of your Office365 customers (not sure what percentage that makes of your userbase).

    If you need anything testing/etc or want clarification of feedback on any ideas - let me know!

    Thanks @Mark Haller I'll pass on those extra comments as well.

  • Rainbow Colder
    Rainbow Colder Posts: 2
    edited March 2021 #5

    ME and my team are also interested in these features / filters. 
    Many entries on Pipedrive calendar will not reflect appropriate changes ( eg: a non-pipedrive related mtg is rescheduled, now will appear in BOTH the old and new day/time slot on Pipedrive calendar. )
    This has rendered the Pipedrive version of our calendars utterly inaccurate. 
    Please develop feature to filter what gets synced via tags pulled from Outlook, or ability to edit / remove non PD-task related entries from within PD. 

    \thanks

    Rainbow 

  • Morten Hjort
    Morten Hjort Posts: 9
    edited November 2021 #6

    I fully agree. No one in our organization uses 2-ways sync because of this. Some kind of variable/tag like (private) which would filter out some stuff would be enough. 

  • Thomas Møller Jensen
    Thomas Møller Jensen Posts: 28
    10 Comments
    edited January 2022 #7

    I am trying to boost awareness of this with a new thread.

    (31) Please fix Pipedrive Sync of email, calendar, and contacts

    Please support so we can make Pipedrive prioritize this. 

    Also did an earlier post describing exactly the same as kind of functionality that you are asking for in your post. 

    (31) Sync Outlook/office.com email/calendar/contacts based on Category (pipedrive.com) 

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