you can sync only contacts of which you are owner (in Pipedrive) to Outlook?

Vincent Claes
Vincent Claes Posts: 5
edited July 24 in Sales CRM #1

I was disappointed to find out you can only sync contacts to Outlook of which you are the owner. There is apparently no way for my team members to sync contacts i imported/created in Pipedrive to their Outlook contacts.  Would think the goal of having a CRM system is to be able to share professional contacts among your firm? 

Comments

  • David Lorbiecke_3
    David Lorbiecke_3 Ex-Pipedrivers Posts: 250
    100 Comments Pipedrive Employee
    edited February 24 #2

    Hey Vincent!

    That's a completely reasonable issue to have, but there is a logical reason behind this (besides an issue of privacy between contacts).

    The issue we found people facing syncing all contacts, besides just what each User owns, is that because of the 2-way nature of the sync this results in a significant amount of duplicates. Since duplication detection doesn't always work, contacts that a person already has can end up being synced as new ones, creating a large number of duplications. 

    Ideally, one day we can have this completely managed and duplications prevented, but as of yet, keeping syncs between only Owners seems to help reduce duplications.

  • Vincent Claes
    Vincent Claes Posts: 5
    edited April 2020 #3

    Hey Vincent!

    That's a completely reasonable issue to have, but there is a logical reason behind this (besides an issue of privacy between contacts).

    The issue we found people facing syncing all contacts, besides just what each User owns, is that because of the 2-way nature of the sync this results in a significant amount of duplicates. Since duplication detection doesn't always work, contacts that a person already has can end up being synced as new ones, creating a large number of duplications. 

    Ideally, one day we can have this completely managed and duplications prevented, but as of yet, keeping syncs between only Owners seems to help reduce duplications.

    Then maybe it is a suggestion to also offer one way sync from Pipedrive to Outlook (specific folder) ? so at least colleagues can access the CRM data from outlook ? (but not adapt it from outlook)

  • Julia Schoonover
    Julia Schoonover Posts: 8
    edited May 2020 #4

    This is an idea that I have not tested out. It wouldn't really be a sync, but possibly a way to share a lot of contacts.

    Would you be able to export the contacts from your Pipedrive account where all the contacts are visible?

    Then, share the spreadsheet with your colleagues to bulk upload into Outlook.

    https://www.ablebits.com/office-addins-blog/2014/06/12/import-contacts-excel-outlook/

    Today I'll tell you how to prevent duplicates from appearing in a column of your Excel worksheet. This tip works in Microsoft Excel 2013, 2010, 2007 and lower.
  • Rachel Baker
    Rachel Baker Posts: 1
    edited September 2021 #5

    Has this issue been addressed yet? Our company is also having the similar issue that we cannot sync someone's contacts from gmail to their Pipedrive as it will duplicate some already existing ones in the "everyone" filter. Even with the merge duplicate feature, it doesn't allow 2 people to be the owner of the contact and so only shows the merged contact in one person's contact list. The follower feature also doesn't allow the person or organisation to show up in someone's personal contacts list. 

  • Marc Kresin
    Marc Kresin Posts: 2
    edited January 5 #6

    We have the same issue, we want to maintain our contacts in pipedrive and share updates. But our users need outlook as well so the contact should shared across outlook and pipedrive