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Contact sync
Contact sync
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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 what I will see in Pipedrive based on each of these selections

  • All Contacts
  • All
  • My Contacts

 

Error en la sincronización de contactos con Google

Cuando se sincronizan los contactos con google, se confunden los datos de nombre y apellido pasando algunos caracteres del apellido al nombre.

Ejemplo:

Tengo un contacto con los siguientes datos en Gmail:

Nombre: César
Apellidos: De La Cruz

En Pipedrive aparece como:
Nombre: Cesar De La
Apellidos: Cruz

Es una situación delicada debido a que en las automatizaciones del mismo pipedrive, se pueden estar enviando correos o mensajes con el nombre de la persona. Imagínense enviar un saludo así: " Hola César De La, ¿cómo estás?"
 

Contactos Google:

 

Pipedrive:

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... (More)

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 technical department can't either.

Hence my wish:

  1. As an admin, you can delete these fields like user-defined fields.
  2. You can deactivate this contact sync at company level. It does more harm than good.