Calendar Sync - Exchange

Josh Judge_56125
Josh Judge_56125 Member Posts: 5
edited July 2022 in Apps and Integrations #1

Cannot get my company Exchange calendar to sync with PD

The email was simple and worked great, but the calendar no so. 

Any suggestions would be great. 

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Comments

  • Edie Mew
    Edie Mew Member Posts: 165
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited October 2021 #2

    Hey @Josh Judge  please can you explain further what didnt quite work with the Calendar Sync? 

    Couple of things to consider: 

    • One way sync, allows all Pipedrive activities to sync into your external calendar
    • Two way sync will mean that you apply a calendar entry in your external calendar, this will also appear as an activity in Pipedrive

    We find most people use their external calendar for private/personal use as well as work related, therefore its best to complete the one way sync

    Hope this helps!

  • Josh Judge_56125
    Josh Judge_56125 Member Posts: 5
    edited February 2022 #3

    I am unable to get to any sync options. 

    Once I input all the credentials, it just kicks back a message saying 

    image

    Again, emails work fine, but the Exchange calendar, just will not connect. 

  • Edie Mew
    Edie Mew Member Posts: 165
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited October 2021 #4
    Josh Judge said:

    I am unable to get to any sync options. 

    Once I input all the credentials, it just kicks back a message saying 

    image

    Again, emails work fine, but the Exchange calendar, just will not connect. 

    Thanks for the image Josh, I wonder if this could be a permission settings within the Exchange calendar itself? it might be worth checking your settings, usually you find a permissions section. When you sync calendars and emails, you get asked if its ok for Pipedrive to communicate with the Application - I am assuming this was the case for both email and calendar when you tried. 

  • Josh Judge_56125
    Josh Judge_56125 Member Posts: 5
    edited October 2021 #5

    Actually no. 

    With the email, I entered my server info and user domain\username and it connected. 

    With the calendar, it's just asking for Exchange user name and PW that's it. 

    I think that's the issue, its not letting me point it to anything. 

  • Arnold Steenbeek
    Arnold Steenbeek Member Posts: 6
    First Anniversary Photogenic First Comment
    edited February 2022 #6

    Same problem here.. PD support point to Microsoft :-(

  • Josh Judge_56125
    Josh Judge_56125 Member Posts: 5
    edited October 2021 #7
    Arnold Steenbeek said:

    Same problem here.. PD support point to Microsoft :-(

    Yep, and that article does nothing to help. 

    I'm in contact with their support team, so I'll update if anything good happens. 

  • Josh Judge_56125
    Josh Judge_56125 Member Posts: 5
    edited October 2021 #8
    Arnold Steenbeek said:

    Same problem here.. PD support point to Microsoft :-(

    They fixed it, I had to contact support, but they got it working. 

    They seem to have changed the log-in to find my email server and not just my email user name. 

    I would reach out to the support email and explain the issue, but it works, tested and tried, it works. 

    Good luck to ya Sir. 

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