{"id":42170,"date":"2022-07-20T07:17:42","date_gmt":"2022-07-20T15:17:42","guid":{"rendered":"https:\/\/cirahub.com\/?p=42170"},"modified":"2022-07-20T07:17:42","modified_gmt":"2022-07-20T15:17:42","slug":"how-to-two-way-sync-pipedrive-with-a-global-address-list","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/global-address-list\/how-to-two-way-sync-pipedrive-with-a-global-address-list\/","title":{"rendered":"How to Two-way sync Pipedrive with a Global Address List"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to\u00a0<\/span><strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Pipedrive and a Global Address List.<\/span><\/p>\n<p>Pipedrive is a CRM software built to help businesses better manage their sales process. It\u2019s used by sales teams to organize leads, deals, and contacts, automate repetitive tasks, and streamline their sales pipeline. By creating a visual representation of your sales process, called a pipeline, users can quickly see where leads are in the sales process and which deals are close to signing.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync Pipedrive contacts with a Global Address List<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way sync for Pipedrive and a Global Address List.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Pipedrive_and_a_Global_Address_List\"><\/span><strong>Set Up a Two-Way Contact Sync Between Pipedrive and a Global Address List<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the &#8222;C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts&#8220; object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"512\" height=\"354\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">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><span class=\"EOP SCXW253371727 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/choose-contact-spoke.jpg\" alt=\"Select CRM\" width=\"566\" height=\"311\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW148669022 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW148669022 BCX0\">Select \u201c<\/span><a href=\"http:\/\/pipedrive.com\"><span class=\"NormalTextRun SCXW148669022 BCX0\">Pipedrive<\/span><\/a><span class=\"NormalTextRun SCXW148669022 BCX0\">\u201d as the contact spoke type.<\/span><\/span><span class=\"EOP SCXW148669022 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><br \/>\n<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40734\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/select-pipedrive.jpg\" alt=\"Select Pipedrive\" width=\"583\" height=\"404\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/select-pipedrive.jpg 583w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/select-pipedrive-480x332.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 583px, 100vw\" \/><\/li>\n<li><span class=\"TextRun SCXW199434931 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW199434931 BCX0\">Next s<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\">ign in with <span class=\"TextRun SCXW259316172 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW259316172 BCX0\"><span class=\"TextRun SCXW131864677 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW131864677 BCX0\"><span class=\"TextRun SCXW192063286 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW192063286 BCX0\">Pipedrive<\/span><\/span><\/span><\/span><\/span><\/span><\/span><span class=\"NormalTextRun SCXW199434931 BCX0\">\u00a0to add your account to the <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW199434931 BCX0\">Hub, or<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\"> select an existing Pipedrive account.<\/span><\/span><span class=\"EOP SCXW199434931 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40742\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png\" alt=\"Pipedrive Sign in\" width=\"577\" height=\"403\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png 577w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in-480x335.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 577px, 100vw\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW222745372 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW222745372 BCX0\">If you <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW222745372 BCX0\">selected<\/span><span class=\"NormalTextRun SCXW222745372 BCX0\">\u00a0\u201cSign in with Pipedrive\u201d, you&#8217;ll be prompted to this screen\u00a0to enter your Pipedrive username and password.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40750\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg\" alt=\"Pipedrive Log in\" width=\"583\" height=\"574\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg 583w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in-480x472.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 583px, 100vw\" \/><\/li>\n<li><span class=\"TextRun SCXW259316172 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW259316172 BCX0\">Click Allow and Install to enable <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW259316172 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW259316172 BCX0\"> Multi-way Sync with the attached Pipedrive <\/span><span class=\"NormalTextRun SCXW259316172 BCX0\">Account.<\/span><\/span> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40754\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-connector.jpg\" alt=\"Pipedrive CiraHub Connector\" width=\"449\" height=\"423\" \/><\/li>\n<li><span class=\"TextRun SCXW186265236 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW186265236 BCX0\">Type in a Spoke Name and click Next.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40758\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-spoke-name.jpg\" alt=\"Pipedrive Add Spoke Name\" width=\"518\" height=\"355\" \/><\/li>\n<li><span class=\"TextRun SCXW129728671 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW129728671 BCX0\">Next type in the Hub Name and click Create to <a href=\"https:\/\/cirasync.com\/integrations\/pipedrive\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\">two-way sync Pipedrive contacts<\/a>.<\/span><\/span>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40762\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-hub-name.jpg\" alt=\"Pipedrive Add Hub name\" width=\"645\" height=\"447\" \/><\/li>\n<li><span class=\"TextRun SCXW63703217 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW63703217 BCX0\">Select the option to add an Additional Spoke.<\/span><\/span><span class=\"EOP SCXW63703217 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40766\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/add-a-spoke.jpg\" alt=\"Pipedrive Add Additional Spoke\" width=\"512\" height=\"458\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/add-a-spoke.jpg 512w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/add-a-spoke-480x430.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 512px, 100vw\" \/><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"Add_GAL_Spoke\"><\/span>Add GAL Spoke<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Microsoft 365 GAL to Various V1\" src=\"https:\/\/player.vimeo.com\/video\/863304992?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p>10. Select Microsoft 365 In another tenant and Select Global Address List as the source type of your contact spoke. Each tenant will need a Dedicated Service Account with the following roles: access to Address Lists, Mail Recipient Creation, Mail Recipients permissions.<\/p>\n<p data-pm-slice=\"1 1 []\">Check out this guide to learn the <a class=\"ProsemirrorEditor-link\" href=\"https:\/\/cirasync.com\/contact-sync\/how-to-setup-accounts-required-for-gal-sync\/\">permissions and settings required for a two-way Gal sync in CiraHub<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/add-spoke-and-gal.jpg\" alt=\"Add spoke and select Gal\" width=\"560\" height=\"387\" \/><\/p>\n<p>11. Click \u201cGRANT ACCESS\u201d or select any existing credentials that have already been saved. You can also choose to invite users from another tenant by entering their email address or Click \u201cCONFIGURE\u201d to grant CiraHub access through Certificate Based Authorization.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/click-grant-access.jpg\" alt=\"Click Grant Access\" width=\"585\" height=\"407\" \/><\/p>\n<p>12. Next, you can sync your Microsoft Service account to the GAL connect by choosing an Authentication Method. In this example, we selected credentials and entered the login and password.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/gal-authentification-method.png\" alt=\"Gal Authentication Method\" width=\"576\" height=\"397\" \/><\/p>\n<p>13. Wait for CiraHub to validate the connection to the Global Address List after entering the Microsoft Login and Password.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/g-g-validate.png\" alt=\"G-G Validate\" width=\"603\" height=\"417\" \/><\/p>\n<p>14. Type in a Spoke Name and click Next.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/awesome.jpg\" alt=\"\" width=\"546\" height=\"376\" \/><\/p>\n<p>15. Type in a Hub Name and click Create.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/awesome1.jpg\" alt=\"GAL Hub Name\" width=\"594\" height=\"409\" \/><\/p>\n<p>16. Click the Spoke that was just created. Click Turn On under the Synced tile.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/1toad.jpg\" alt=\"\" width=\"460\" height=\"462\" \/><\/p>\n<p>17. The Spoke Sync Options will open. (See figure below.) Click the Allow Hub to create and sync items in this spoke checkbox to enable two-way sync.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/2toad.png\" alt=\"\" width=\"632\" height=\"235\" \/><\/p>\n<p>18. Users can customize sync settings by expanding the Advanced Tab and adding sync filters to the Spoke. This would enable a user to synchronize and create Hub items based on specific criteria. Then Click Save.<\/p>\n<p data-pm-slice=\"1 1 []\">Check out this guide to learn <a class=\"ProsemirrorEditor-link\" href=\"\/?p=39341\">how to use contact filtering<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/3toad.jpg\" alt=\"\" width=\"608\" height=\"260\" \/><\/p>\n<p>19. Click on the GAL Tab to set up GAL Read Option Settings.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/4toad.jpg\" alt=\"\" width=\"471\" height=\"465\" \/><\/p>\n<p>20. Here, you can choose which Global Address List Objects (Mailboxes, Contacts, and Groups) you would like to populate this Hub with.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/5toad.jpg\" alt=\"\" width=\"631\" height=\"350\" \/><\/h3>\n<p>21. Click on the Hub and then click Sync Now to enable two-way GAL sync.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/6toad.jpg\" alt=\"\" width=\"473\" height=\"475\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><strong>Learn More About CiraHub!\u00a0\u00a0<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">CiraHub trial<\/a> today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to\u00a0two-way sync contacts between Pipedrive and a Global Address List. Pipedrive is a CRM software built to help businesses better manage their sales process. It\u2019s used by sales teams to organize leads, deals, and contacts, automate repetitive tasks, and streamline their sales pipeline. By creating a visual representation of [&hellip;]<\/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":"off","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,13630,22,1459],"tags":[35,13567,13645],"ppma_author":[13535],"class_list":["post-42170","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-crm-sync","category-global-address-list","category-support","tag-gal","tag-global-address-list","tag-pipedrive","rawdate-2022-07-20"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Two-way sync Pipedrive with a Global Address List &#8212; 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