Skip to main content

Contacts & calendar sync
Contacts & calendar sync

Hit "Follow" to always stay posted. ↗️
 

5 followers
7 questions
84 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics, and join channels in the Community.

AIRCALL x GOOGLE CALENDAR - Sync

Hi, i use the unidirectional sync beetween pipedrive and google calendar. 

When i use also Aircall, i have all the calls in my different deals. (that's ok).
But i don't want them synchronise into my google calendar. My co workers also have to call a lot in a day and i don't want to have in their calendar all the call they can make in a day.

Can you help me ? 
Is there a way to let the sync between aircall and pipedrive but in pipedrive select the activity "call" as an unsync activity?

Thanks a lot 

Import only relevant emails from Outlook or O365

Hi all, I get hundreds of emails a day and I only want to import into Pipedrive relevant emails from Outlook or O365. I simply cannot see how to select only certain emails with specific subject lines or keywords in the body of some emails that populate in Pipedrive. 


I can do this with Monday.com from email but not Pipedrive. Example (where subject line in Inbox= “new lead” or where sender is from sales@xxx).

Also, I want to import an email to a lead but want to use the emails body as fields for organisation and person. all I can see is that the organisation and person has ti already exist in Pipedrive. 
 

any help or suggestions please?

many thanks 

I am looking for a Pipedrive pro/consultant to help me customize to my business. Please send me your recommendations.

Syncing contacts with Outlook 365

The contact synchronization with Outlook 365 does work fairly well, but there are 2 main issues that we are encountering:

  1. The synchronization does populate the expected outlook contact fields (Last name, First name, address, email, phone, etc.).  Except that the Outlook contact field "File as" stays blank.  Therefore, the all the contacts in outlook are in a "random" order with no way to sort !
  2. In our organization, people that do not have a direct line or an extension are entered with no phone number since this would be redundant to repeat the same phone number that is already in the organization's phone number field. Therefore, these contacts appear in outlook with no phone number.

Has anyone encountered these issues and found any solution ?