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Let user choose which type of address to synchronize with Office365 contacts (Business or Home)
When synchronizing contacts with Office365, Pipedrive uses the "Home" Address in Microsoft Outlook field by default to populate the contact in Pipedrive. However for a professional use in B2B, one would enter the contact address as the "Business" one and sometimes we may also have his home address (that we don't want to…
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Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
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Prospector Custom Field Syncing / Add Job Title Standard Field
I'd like to propose 2 changes (if not already suggested) that are related to one scenario I've run into. Firstly, I'd like to suggest adding Job Title as a standard Pipedrive field for Contacts. Secondly, I'd like to propose the ability for Prospector to automatically pull in data that matches custom fields. Scenario - I…
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Default fields created by contact sync
When you start the contact synchronisation, fields are automatically created. For example, birthday, instant messenger or postal address. For various reasons, these fields often make no sense in the CRM and are just confusing. You can't remove them yourself and according to the support team, the colleagues from the…
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Google Contact Sync: Name Prefix
Google Conatc Sync in Pipedrive does sync following data fields: * Name * Email addresses * Phone numbers * Address * Instant Messengers * Post Address * Organization/Company * Notes * Birthday/Date of birth * Job Title * Photo/Picture (only for one-way sync and as long as there is no picture already under the contact in…
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welche Datenfelder werden mit Outlook Kontakte synchronisiert??
Wir haben die Outlook Kontakte Synchronisiert, dabei fehlen leider alle Adressen. Kann man die Sync beeinflussen? Kann ich die Adressen per Hand Importieren? Ist eine 2Wege Sync möglich?
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Merged: Please fix Pipedrive Sync of email, calendar, and contacts
This discussion has been merged.
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Synch only specific contacts/organizations to your external provider
Currently the contact sync is rather meant for the contacts on your external provider's side to be synced to Pipedrive. You can only choose the label of which contacts will be brought over to Pipedrive on your external provider's side unless you do not want to sync all your contacts. As we are getting lots of SPAM and FAKE…
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Contacts and Deals sync with Calendar Activities
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
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Sync all contacts
Hi everybody, I have some struggles with the contacts sync feature. Pipedrive does not allow to sync all contacts in my Google Contacts. Only if I am the owner of a contact. Well we are working in a sales team of 10 people and the concept of ownership of a contact does no belong to us. The team is the owner and all of my…
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Selective Two-way Sync & Google Contact Group Definitions
I would like all Google Contacts to sync to Pipedrive, but only a subset of Pipedrive contacts to sync to Google Contacts. How do I do this? Also, when I attempt to link a Google account, I see a couple of different "Group of contacts" options, that aren't clearly defined for me. Is there any documentation that explains…
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Email signature images continue to attach to contacts
Is there a way to stop email signature images from repeatedly attaching themselves to our contacts in pipedrive? This happen to much
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Pipedrive - Outlook Contact Sync Issue
Does anyone else have issues with Pipedrive staying in sync with Microsoft Outlook Contacts, via 2-way sync? I've tried to work with Pipedrive on this multiple times and yet the issues persist and I have to resync my entire contact list. Is anyone aware of other options that might work?
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Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
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you can sync only contacts of which you are owner (in Pipedrive) to Outlook?
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…
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La sincronización de contactos entre PIPEDRIVE y GOOGLE genera duplicidad y errores en la informacio
En dos de mis compañías he tenido problema con la sincronización de contactos entre PIPEDRIVE y GOOGLE CONTACTS, ya que duplica contactos en pipedrive (tema que se podría resolver con FUSIONAR DUPLICADOS), pero lo mas grave es que esta vinculando datos como email y teléfono en PIPEDRIVE que no corresponden a las personas…
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QR scanner in Pipedrive app for contacts sync
Hi, Does Pipedrive app have QR scanner? I suppose it would be amazing if Pipedrive app would have integrated QR code scanner that when sales are on the road, they could just scan the business card of a customer and the app would pick up all the essential info from the business card and create a new Person in Pipedrive…
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Gaps in contact history when deals involve multiple contacts
Hi, I'm wondering if anyone else has been experiencing the following issue? Whenever I'm dealing with multiple contacts at an organisation, it's not possible to see a complete view of the contact history on the deal screen. I've tried the following to try to get the e-mails to show up but none of them have worked 1.…
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Download Smart contact Data in bulk
Hi Development Team! It would be amazing to be able to download the smart data contact information all at once to my laptop instead of adding manually one by one all the information to our contact info. This would save me a lot of time, and I'm sure I'm not the only one! Thanks a million!
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Hello pipeline community,
I am having technical issues with getting my pipedrive account to Sy
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Contact sync - mapping - Office 365
Are there any plans to improve the contact sync feature for Office 365? At the moment there is no capability to map contact information to the various fields. I tried this out contact sync in the past and it messed up my contacts bi-directionally. Thanks.
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Calendar/Contacts Stopped Syncing
Our accounts stopped syncing our calendar and contacts with our Microsoft Exchange accounts (but syncing our emails) making Pipedrive extremely inefficient. We have not been able to get an answer from the Pipedrive engineering team for over a month. Has anybody encountered a similar problem? If we cant solve this issue…
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Outlook contacts import
When I put my outlook email in import page, then ask me my password but my mail I think is not Microsoft exchange so it will be impossible to import data.
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Is there any way to automate a workflow for Labels
When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation? I cannot see how to make this automation work. Thanks
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Sincronizzare Contatti Pipedrive con rubrica telefono Android
Buonasera, volevo capire se era possibile esportare la lista contatti di Pipedrive sulla rubrica del telefono. La rubrica è collegata anche a Google Drive per cui potrei importarli tramite la sezione Contatti di Google con un file CSV. Qualcuno sa come fare? Grazie mille
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Beta Test - Zoom Meetings Integration
Hello! Arseniy from Pipedrive is here! I'm happy to announce the beta testing of Pipedrive and Zoom Integration. What is available at the moment? * Scheduling Zoom meetings from Pipedrive linked to deals/contacts * Joining Zoom meeting with relevant deal context What should I do to join beta testing? * Just write an email…
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Merged: WeChat - Instant messenger
This discussion has been merged.
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Add one way contact sync from Pipedrive to apps
We should have the ability to have a one way contact sync from Pipedrive to supported apps (Google, iCloud, Outlook). It's pretty frustrating when you have all these features but remove the most basic items we need. The current integration only supports 2 way sync or 1 way sync from app to pipedrive. A major point of…
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Personal Contacts
Hi I want to remove personal contacts that have synced in with office 365. This is because effectively the whole company can then see my personal emails, which are connected to that contact. If I delete them, will they then also delete off Office 365, or will they keep adding back in due to the sync? Thanks Matt