Note: This article refers to the Google Calendar Sync, a previous feature in Pipedrive. For information on the more-recent Calendar Sync feature, click here. To connect your external calendar with the recent Calendar Sync feature, simply disconnect and reconnect your current calendar sync.
Everybody knows Google is an excellent source for managing both your personal and business life. Syncing with Google Calendar can bring several benefits to your Pipedrive workflow, like making your Pipedrive activities visible through Google Calendar, and vice versa.
Syncing Pipedrive activities with Google Calendar
Note: You will first want to make sure your Google Account is connected to Pipedrive. To learn more about that, click here.
Once you have connected your Pipedrive account with your Google account, you can sync your account with Google Calendar:
Note: We recommend creating your own Pipedrive Tasks Calendar in Google, to avoid any confusion with any of your existing Google Calendars.
To learn how to create a separate calendar in Google, click here.
Click Save to sync Pipedrive with your Google Calendar.
You may also wish to click the Upload unsynced activities button that appears in the top-right corner, to sync all previously existing activities with Google. If you do not, only the activities added from now on will be synced with your Google Calendar.
Note: If you have Google Calendar events from prior to syncing to Pipedrive, those events will need to be edited in some way in Google Calendar before they can be recognized by Pipedrive and synced over to your account.
What information will populate in Google Calendar?
When you create an event in Pipedrive, you'll have a good extent of information that will automatically populate into your Google Calendar event. But rather than talk about it, have a look for yourself!
A few things to remember:
As an example, if we create the following activity in Pipedrive...
...the corresponding synced Google Calendar event will look like this.