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How do I sync contacts between my mobile phone and Pipedrive?

There are two ways to sync your mobile phone contacts with Pipedrive. The first option will import your phone contacts to Pipedrive through the Pipedrive mobile app. The second option will sync your phone contacts and Pipedrive contacts with each other through a third-party contact provider.

Sections

1: iOS

2: Android


Syncing Contacts in the iOS app

  •  Use the Import Contacts feature on the Pipedrive iOS app to transfer contacts directly from your Address Book to Pipedrive.

    To do this, go to More from your app’s home screen and select Import Contacts. You will have to grant Pipedrive access to your Contacts. You will be given the option to individually select the contacts you wish to be imported to your Pipedrive contacts or to import all of them by toggling the Select all button, and clicking Done.

    import_contacts.gif

 

  • Use a third-party contact sync provider to sync your iPhone contacts with your Pipedrive contacts.

    To use a third-party app — such as Google Contacts or Outlook Contacts — to sync your phone contacts and Pipedrive, you will have to first sync your phone contacts with that third-party contact provider.
    To read more on how to sync Google Contacts with your Mobile device, click here. To read more on how to sync Outlook Contacts with your Mobile device, click here.

    Once you have set up the connection, you can turn on the Contact Sync feature in the Pipedrive web-app. To learn more about how to set up the Contact Sync feature, click here. Once the Contact Sync feature has been enabled, the contacts between your Pipedrive and phone will be in sync.


Syncing contacts in the Android app

  • Use the Import Contacts feature on Pipedrive Android app to transfer contacts directly from your Address Book to Pipedrive.

    To do this, go to the “...” button in the bottom right of your app’s home screen, scroll down, and select Import Contacts. You will be able to individually select the contacts you wish to be imported — or import all of them by toggling the Select all button— and click Import > Import Contacts. 

    import_contacts_android.gif


  • Use a third-party contact sync provider to sync your Android contacts with Pipedrive contacts.

    To use a third-party app — such as Google Contacts or Outlook Contacts — to sync your phone contacts and Pipedrive, you will have to first sync your phone contacts with that third-party contact provider.
    To read more on how to sync Google Contacts with your Mobile device, click here. To read about how to sync Outlook Contacts with your Android device, click here.

    Once you have set up the connection, you can turn on the Contact Sync feature in the Pipedrive web-app. To learn more about how to set up the Contact Sync feature, click here. Once the Contact Sync feature has been enabled, the contacts between your Pipedrive and phone will be in sync.

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