Calendar Privacy

Pikachu
Pikachu Member Posts: 5 NEW MEMBER
Name Dropper First Comment
edited February 20 in Sales CRM #1

Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event.

How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.

Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 205 PIPEDRIVE TEAM
    25 Answers 100 Comments 25 Likes Second Anniversary

    Hello @Pikachu,

    On the Calendar sync settings page, you can choose the visibility of your private events and how they are displayed in Pipedrive for other users. So, if you have the private events set as public already, you can stop the sync and reconnect it with the desired visibility setting to ensure your private events remain private in Pipedrive.

    You can learn more about it here and if you have any specific questions or concerns, please feel free to contact our support team.

  • Pikachu
    Pikachu Member Posts: 5 NEW MEMBER
    Name Dropper First Comment

    Hi @Tony Xavier ,

    My issue is that in Google calendar my default setting is private. So all new events are with "default" privacy setting and my colleagues cannot see my events.

    Once synced in Pipedrive they are public and only if I have set the individual event to "private" will they be secret from my colleagues. So I need to edit each individual event. That is not so useful.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,386 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers

    Hi @Pikachu , within Pipedrive's calendar sync settings, you can stop the calendar sync, select “Sync Private events as Private,” and reconnect your calendar sync. That will make it so future external private events are also private when they sync to Pipedrive, with no need to edit each individually.