It is essential to always keep track of all upcoming tasks, whether business or personal. Having several different calendars runs the risk of double-booking or missing appointments, leaving you looking unprofessional or losing important deals. To prevent this, we suggest syncing your Pipedrive account to your Microsoft calendar to bring your worlds together using Pipedrive's Calendar Sync.

Two-way sync When two-way sync is selected, activities created in Pipedrive will be synced to the linked calendar.

When events are created in that linked calendar, activities will also be created in Pipedrive. Edits made to either of these items will update the linked Pipedrive activity or calendar event.

One-way sync When one-way sync is selected, activities created in Pipedrive will be synced to the linked calendar. When events are created in that linked calendar, however, they will not create activities in Pipedrive. Any changes made in the linked calendar to events created by activities in Pipedrive will still update those activities in Pipedrive.

Activity type customization If you are using two-way sync, you can configure the activity type of the events syncing from your external calendar. You can also specify the activity types which you wish to sync to your external calendar from Pipedrive. By default, all activity types sync to the external calendar.

1. Click on “Add account” on the calendar sync page

2. Enter the email address of the calendar account you wish to sync

3. Authenticate your Pipedrive account with the external calendar

4. Set up your calendar sync settings (calendar, one-way, two-way, activity type)

5. Wait for a few minutes for calendar sync to be set up

6. You can test how sync works by creating a test activity and watch it sync to your external calendar (and vice-versa)

Notice regarding your calendar account data When you set up this integration, Pipedrive will receive and use your calendar account data strictly to the extent such data is required for the integration to function. Pipedrive shall be responsible for the privacy, security or integrity of such account data in accordance with Pipedrive's Privacy Policy.