{"id":40732,"date":"2022-04-28T11:11:06","date_gmt":"2022-04-28T19:11:06","guid":{"rendered":"https:\/\/cirahub.com\/?p=40732"},"modified":"2022-04-28T11:11:06","modified_gmt":"2022-04-28T19:11:06","slug":"two-way-sync-contacts-between-pipedrive-and-an-o365-mailbox","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-between-pipedrive-and-an-o365-mailbox\/","title":{"rendered":"How to Two-Way Sync Pipedrive Microsoft 365 Mailbox Contacts"},"content":{"rendered":"

Although Microsoft doesn’t offer the functionality to natively sync contacts between Microsoft 365 Mailboxes and CRMs, you can perform this sync easily on CiraHub’s Dashboard. CiraHub offers reliable bi-directional sync for the most popular CRMs, including Zoho CRM, Salesforce, Procore, ActiveCampaign, and Pipedrive. It consolidates contact information from numerous sources into one centralized location for increased productivity with automatic updates throughout the day.<\/span> Read on to learn how you can two-way sync Pipedrive Microsoft 365 Mailbox Contacts with CiraHub.\u00a0
\n<\/em><\/p>\n

<\/span>Steps to Two-way Sync Pipedrive Microsoft 365 Mailbox Contacts<\/span><\/h2>\n
    \n
  1. Log in to <\/span>CiraHub<\/span>. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the „C<\/span>ontacts“ object<\/span> has been selected.<\/span><\/span> \"Hub<\/span><\/li>\n
  2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span> \"Select<\/span><\/li>\n
  3. Select \u201c<\/span>Pipedrive<\/span><\/a>\u201d as the contact spoke type.<\/span><\/span>
    \n<\/span><\/span>\"Select<\/li>\n
  4. Next s<\/span>ign in with Pipedrive<\/span><\/span><\/span><\/span><\/span><\/span><\/span>\u00a0to add your account to the <\/span>Hub, or<\/span> select an existing Pipedrive account.<\/span><\/span> \"Pipedrive<\/span><\/li>\n
  5. If you <\/span>selected<\/span>\u00a0\u201cSign in with Pipedrive\u201d, you’ll be prompted to this screen\u00a0to enter your Pipedrive username and password.<\/span><\/span>\"Pipedrive<\/li>\n
  6. Click Allow and Install to enable <\/span>CiraHub<\/span> Multi-way Sync with the attached Pipedrive <\/span>Account.<\/span><\/span> \"Pipedrive<\/li>\n
  7. Type in a Spoke Name and click Next.<\/span><\/span>\"Pipedrive<\/li>\n
  8. Next type in the Hub Name and click Create to two-way sync Pipedrive contacts<\/a>.<\/span><\/span>\u00a0\"Pipedrive<\/li>\n
  9. Select the option to add an Additional Spoke.<\/span><\/span>\u00a0<\/span>\"Pipedrive<\/li>\n
  10. Select \u201cUser Mailbox\u201d <\/a>as the source type of your contact spoke.<\/span><\/span><\/span><\/span> <\/span>\"User<\/span><\/li>\n
  11. Select which User Mailbox<\/span><\/span><\/span><\/span> you want to sync.<\/span><\/span> This step will allow you to <\/span>two-way sync Microsoft 365 Mailbox Contacts.<\/a><\/li>\n
  12. \"Select<\/li>\n
  13. Type in a Spoke name and click create.<\/span><\/span>\u00a0<\/span>\"Pipedrive<\/li>\n
  14. Next, right-click your spoke, and select \u201cSync Options\u201d<\/span><\/span>. From there, you will be taken to a new window; click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your <\/span>spoke<\/span>.<\/span><\/span>\u00a0<\/span>\"Pipedrive<\/li>\n
  15. Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable two-way synchronization<\/a> from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<\/span><\/span>\u00a0<\/span>\"Pipedrive<\/li>\n
  16. Click the Advanced tab to set up contact filtering<\/a> for <\/span>Pipedrive<\/span>. This would enable a user to synchronize and create Hub items based on specific criteria.\u00a0<\/span><\/span> \"Hubspot<\/li>\n
  17. You can also enable Field Mapping<\/a> to create customized Hub fields for data in <\/span>Pipedrive<\/span> and <\/span>CiraHub<\/span>.\u00a0<\/span><\/span> \"Pipedrive<\/span><\/li>\n
  18. Click on \u201cSync now\u201d to two-way sync Pipedrive Microsoft 365 User Mailbox Contacts. You can modify your synchronization options for each of your <\/span>spokes at any time<\/span>.<\/span><\/span>\u00a0<\/span>\"Pipedrive<\/li>\n<\/ol>\n

    <\/span>Conclusion<\/span><\/h2>\n

    Now, you have seen how to two-way contact sync<\/a> between Microsoft 365 Mailboxes and Pipedrive. Note that you can create as many hubs as needed and two-way sync Pipedrive Microsoft 365 Mailbox Contacts<\/span><\/span> across multiple Tenants. This should take only a few minutes to set up, but would save you countless hours of performing manual contact additions, modifications, or deletions. Let CiraHub ease your workload!<\/p>\n

    <\/span>More About CiraHub!<\/span>\u00a0<\/span><\/span><\/h3>\n

    CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, CRM Sync Pipedrive to Microsoft 365 Mailbox, and other Microsoft Enterprise Applications users. <\/span>The software is designed to make it easy for people lacking IT expertise to set up a multi-way CRM sync<\/a> and more (i.e contact and calendar sync) for their company. L<\/span>earn more about how you can start a CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

    Although Microsoft doesn’t offer the functionality to natively sync contacts between Microsoft 365 Mailboxes and CRMs, you can perform this sync easily on CiraHub’s Dashboard. CiraHub offers reliable bi-directional sync for the most popular CRMs, including Zoho CRM, Salesforce, Procore, ActiveCampaign, and Pipedrive. It consolidates contact information from numerous sources into one centralized location for […]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,13630,1459],"tags":[3951,4071,13645,13632],"ppma_author":[13535],"class_list":["post-40732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-crm-sync","category-support","tag-crm","tag-crm-sync","tag-pipedrive","tag-user-mailbox","rawdate-2022-04-28"],"yoast_head":"\nTwo-way Sync Pipedrive Office 365 Mailbox Contacts<\/title>\n<meta name=\"description\" content=\"Read this article to learn how you can easily two-way sync Pipedrive Office 365 Mailbox 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