PipelineDeals Help Center
Google: Contact & Calendar Sync Overview
PipelineDeals has an integration with Google Apps G-Suite to sync your contacts and calendar. You can read details about Google Apps here.
The Google sync was designed for PipelineDeals users who manage their email contacts in Google. If you are considering using the Google Apps integration, it is very important that you read this article so that you understand how the integration works. If you move forward with the integration, you should test out the function on one or two users to ensure that the integration is working exactly as you expected it would with your business contacts in PipelineDeals and Google Apps.
NOTE: If you enable the integration without fully reading this article to understand how the integration functions, please be warned that the integration may work in ways you did not expect and may cause unforeseen consequences.
What will this integration do?
The Google Apps integration enables a bidirectional sync between PipelineDeals and your Google Apps account. The sync will integrate your leads and contacts in PipelineDeals with a PipelineDeals contact folder that is created in Google, and will integrate your PipelineDeals calendar with your Google Calendar.
About the Contact Sync
The sync is bidirectional and changes made in your PipelineDeals or Google accounts will impact each other. Additions, updates, and deletions to your Google Contacts will be synced to PipelineDeals. Additions, updates, and deletions in PipelineDeals contacts will be synced to Google.
If a contact is removed from your PipelineDeals contact group in Google, but not deleted, it will not remove them from PipelineDeals. If you need someone deleted from PipelineDeals, you will need to delete them in PipelineDeals in addition to removing them from the PipelineDeals group in Google.
About the Calendar Sync
As with contacts, syncing your Google Calendar with PipelineDeals is bidirectional. Additions, updates, and deletions to your Google Calendar will be synced to PipelineDeals. Additions, updates, and deletions in PipelineDeals will be synced to Google.
The events from PipelineDeals will show up on the corresponding Google user's calendar, and only events from that Google user's calendar will show up on the corresponding PipelineDeals calendar.
NOTE: tasks are not synced between PipelineDeals and Google