🚀 Overview

Syncing your calendar with Pipedrive ensures that your meetings, activities, and follow-ups are automatically connected, helping you stay organized and efficient. Pipedrive supports both Google Calendar and Microsoft Outlook (Office 365/Exchange) integrations.

This guide explains how to connect, configure, and troubleshoot calendar sync in just a few steps.

---

🔧 Step-by-Step: Setting Up Calendar Sync

Step 1: Access Calendar Sync Settings

1. Log in to Pipedrive
2. Click on your profile icon (top right)
3. Go to Tools and apps → Calendar Sync

---

Step 2: Choose Your Calendar Provider

• Select either:
  • Google Calendar
  • Microsoft Outlook / Office 365 / Exchange
• Click Connect

---

Step 3: Authorize Access

• Sign in using your email credentials
• Grant permission for Pipedrive to:
  • View calendar events
  • Create new events
  • Edit or delete events created via Pipedrive

✅ Note: Pipedrive only modifies events it creates — your other calendar events stay untouched.

---

Step 4: Configure Sync Options

Setting	Description
Direction of Sync	1-way (Pipedrive → Calendar) or 2-way (Calendar ↔ Pipedrive)
Select Calendar	Choose the correct work calendar to sync
Activity Types	Pick which Pipedrive activity types (e.g., meetings, calls) should be synced
Conflict Rules	Define how Pipedrive handles scheduling conflicts

Step 5: Save and Sync

• Click Save Settings
• Your first sync may take a few minutes
• Check the Activities tab to see your calendar events populate

---

✅ What Gets Synced

Item	Synced?
Pipedrive activities (meetings, calls)	✅ Yes
Calendar events created outside Pipedrive	✅ (If 2-way sync is enabled)
Reminders/Notifications	✅ Synced with calendar notifications
Recurring events	🚫 Not supported (workaround: use 3rd-party tool or manual entry)

🔄 Troubleshooting Calendar Sync

❌ Calendar not syncing?

Issue	Solution
No events appear in Pipedrive	Ensure sync is enabled and the correct calendar is selected
Duplicate events	Avoid syncing multiple calendars or using 3rd-party tools simultaneously
Sync delay	Wait 5–10 minutes for first sync or force refresh
Authorization error	Reconnect your account under Tools → Calendar Sync
Outlook firewall blocks sync	Ask IT/admin to whitelist Pipedrive and enable OAuth2 apps

🔁 How to Disconnect or Reconnect

To disconnect:

1. Go to Tools and apps → Calendar Sync
2. Click Settings → Disconnect

To reconnect:

1. Follow the same steps as above to authorize access again
2. All previously synced data will remain unless manually deleted

---

🧠 Tips for Maximum Efficiency

• ✅ Use Smart Scheduler to let contacts book time in your synced calendar
• 🛑 Don’t sync your personal calendar — use only your work calendar
• 🔔 Set default reminders so you’re never late to follow-ups
• 🗂 Use color-coding in your calendar to differentiate between types of activities

---

✅ Summary

Calendar sync in Pipedrive keeps your meetings and sales activities aligned in real-time. Whether you use Google Calendar or Outlook, setup is quick, and syncing saves time while reducing missed opportunities.