Please fix Pipedrive Sync of email, calendar, and contacts

There are many posts in this community about email, calendar and contacts synchronization, and the issue that Pipedrive synchronization is ALL OR NOTHING, as in also synchronizing private items from your calendar. And that with calendar sync enabled, all Pipedrive users get full access to all other users’ calendar, free to create, edit and delete any appointments and meetings.

The above issues render the synchronization feature useless to many, if not most, organizations.

A fix and priority to this have been promised in many threads by Pipedrive support for ages, but so far nothing. This is disappointing, given that the worst issue with synchronizing calendar entries marked private could be fixed with a simple IF statement...

IF item.private = TRUE
                “Do not sync item”
ELSE
                “Sync item”
END IF

(I know it's not this easy, but... come on)

The full access for other users to any user’s calendar might not be as easy to fix, but then at least limit calendar sync to One-Way sync, from calendar to Pipedrive. 

And then lastly, do as other CRM programs do, let the user decide what gets synced, by only synchronizing items that are marked with a specific Category (Outlook/365) or Label (Google/Gmail). A great name for the category/label could be “Sync to Pipedrive” 😊 

A fix to above issues would really boost our adoption of Pipedrive to handle the whole sales process, including email, calendar, and contacts with high efficiency

Synchronization of email/calendar/contacts done right, is the top thing I miss in Pipedrive, having used other CR'M's like Dynamics, Salesforce, and Sugar.  So please consider prioritizing this. 

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  • Laura Maier
    Laura Maier Posts: 28
    First Anniversary
    edited March 9 #2

    Yes, yes and yes!! Plus to add again - users are completely unaware of this happening and confidential information stored in private outlook items suddenly becomes available to everyone else. SHOCKING!

     

    Please, make this a priority!!

  • Gary Schaum
    Gary Schaum Posts: 1
    edited March 9 #3

    I am new to pipedrive and experienced this first hand.  Worked with several crm packages and this is useless if the email feature doesnt work.  I like all about it but that.  How long has this been broken?

  • Thomas Møller Jensen
    edited January 31 #4

    I am new to pipedrive and experienced this first hand.  Worked with several crm packages and this is useless if the email feature doesnt work.  I like all about it but that.  How long has this been broken?

    Hi Gary, its really not broken, as it has always been like this. 

    in outlook/365 (Not sure about gmail/pthers) you can get around it if you...

    • create a seperate calendar and only sync that with Pipedrive
    • create a seperate contacts folder that you then sync with Pipedrive
    • create a seperate email folder that you then sync with Pipedrive

    but it is of course extra manual work to have to deal with multiple calendar and contacts folders, and also having to move received/sent emails that you want to sync to a specific folder.

    So yes, in reality useless, unless you can live with EVERYTHING getting synced, and your colleagues having create/edit/delete access to your calendar.  

  • Eric Soden
    Eric Soden Posts: 1
    edited March 16 #5

    Showing my private doctor appointments is a HIPPA violation. You're putting companies in massive jeopardy with this.