Two Way Sync
Any updates related to notes, calendars, emails, and LinkedIn activities made to Pipedrive contact in Pipedrive or cadence are synced with the counterpart. For that, you need to toggle on the respective buttons.
Activity Creation
1. Calendar Activity Sync
Cadence syncs calendar activities (on booking demo) with Pipedrive.
2. Email Activity Sync
Email activities are synced with Pipedrive through cadence
3. Note Activity Sync
Notes are automatically synced with Pipedrive when created from cadence
4. Phone Call Activity Sync
5. SMS Activity Sync
A. In Pipedrive - The account connected, must have global access to allow SMS Activity syncing with Pipedrive from cadence
Frequently asked question
- Q: What is two-way sync?
A: Two-way sync means that any updates made to a Pipedrive contact in Pipedrive or Cadence are synced with the counterpart.
- Q: What kind of activities does Cadence sync with Pipedrive?
A: Cadence syncs calendar activities (on booking demos), email activities, note activities, phone call activities, and SMS activities with Pipedrive.
- Q: How are calendar activities synced between Cadence and Pipedrive?
A: Calendar activities are synced with Pipedrive through Cadence when a demo is booked.
- Q: How are email activities synced between Cadence and Pipedrive?
A: Email activities are synced with Pipedrive through Cadence
- Q: How are note activities synced between Cadence and Pipedrive?
A: Notes are automatically synced with Pipedrive when created from Cadence
- Q: How are phone call activities synced between Cadence and Pipedrive?
A: Phone call activities are synced with Pipedrive through Cadence
- Q: How are SMS activities synced between Cadence and Pipedrive?
A: To sync SMS activities with Pipedrive, the account connected must have global access. This can be done by going to {{pipedrive_url}}/settings/users and giving global admin rights to the user.