In order to avoid duplication and to streamline work, is there a way to pick an existing calendar event ( a meeting invite for example) as a Pipedrive scheduled activity?
Hi @Erhan Ercan
So do you mean to go in your external calendar and then push one specific activity to Pipedrive? Unfortunately this is not possible at the moment
Sort of the same problem here. Posted this, requesting only to synchronise calendar items with a specific category (Outlook/Office365).
If implemented, you could just categorise an existing event in your calendar as "Sync to Pipedrive" and it would get created in Pipedrive and connected to existing contact/deal/organisation based on the email address of meeting participants outside your organisation.
So please upvote and second with a comment :-)
Fully agreed, Pipedrive seems to doa poor job in 'smart' syncing with Outlook and it seems to be just a firehose style of syncing, which is better than nothing and has some use but could be much better utilized if there were some smarts.