Google: Using the Contact & Calendar Sync
Pipeline has an integration with Google Apps Workspace to sync your contacts and calendar. You can read details about Google Apps here. Admins can enable the Google Contact & Calendar add-on in account settings for any user on the account. Once enabled a Pipeline contact Group will be created in the user's Google account. The user can select a calendar to sync with Pipeline from the Google Sync page found in My Profile.
Enable the integration
You must be logged into Google Apps as an admin, with a corresponding Pipeline admin user with the same email. If you do not yet have a Pipeline account, your new account must have a user with the email you use for your Google Apps admin.
If there is more than one user on your Pipeline account then be sure to select Domain Install to allow access to all user's calendars.
Setting up with a new Pipeline account
If you have a Google Apps for Domains account, but you do not yet have a Pipeline account, you can open Pipeline listing on Google Apps Marketplace, and click Add it Now.
NOTE: You must log in as an administrator of your Google Apps account to set up sync with Pipeline
Setting up with an existing Pipeline account
You must be an admin on Pipeline and an account admin in Google Apps to initiate the Google Contact and Calendar Sync. You can access the Pipeline app for download in the Google Marketplace by following this link or by navigating to the Integrations page in your Pipeline account. Navigate to the Integrations page in Pipeline by clicking on the profile icon in the upper right corner > Account Settings > Integrations > Google Apps
After Pipeline has been added to a Google Apps account and the permissions have been approved by the administrator, the Pipeline admin can return at any time to the Google Apps Admin page, and select Manage Google Apps Users to change these settings.
We recommend that when you first set up the sync, you test out the sync on one or two users to ensure that the system is working in the way that you anticipated.
How can users adjust their sync settings?
Users can adjust their sync settings if an admin has given them access to the Google Sync. To adjust your settings as a user, click on the profile icon in the upper right corner of the screen and select My Profile > Google Sync. From here, a user can adjust whether they are syncing their contacts and/or calendar, and the Calendar in Google that they want to sync with.
What contacts will be synced and who owns synced contacts?
A Google Contact Group called Pipeline will be created once the sync is enabled. Contacts in this group are the only contacts that will sync between accounts. Contacts must be added to this group if a user wants it to appear in Pipeline.
Who owns synced contacts?
People owned by the user in Pipeline will be added to the Pipeline group in Google. If email addresses match, the records will be linked.
If you re-assign this contact in Pipeline to another Pipeline user, this will remove the contact from your Pipeline contact group, but it will not delete the contact from Google. The contact will be added to the Pipeline contact group for the user to whom you re-assigned the contact.
Pipeline changes sync to Google automatically
Changes made in Pipeline will make changes in Google automatically. This is true for both new records, updates to existing records, as well as deleting records. You may need to refresh or reload your Google contacts or calendar to see these changes from Pipeline.
Changes made in Google are automatically visible in Pipeline for Calendar entries, and Contacts will be updated on an hourly basis.
NOTE: The first time you sync from Google, all Google contacts and calendar events will be synced to Pipeline. Subsequent syncs will only pull changes made since the last sync.
How do recurring events work?
Recurring events are currently not supported.
How do I enable or disable Google sync as an admin? As a user?
If you are an admin and you want to enable/disable access to syncing across the account, click on the profile icon in the upper right corner and select Account Settings > Integrations > Google Apps where you can enable or disable access to the Contact and Calendar sync.
As a user, you can enable/disable Google sync by navigating to the Google Sync section. Click on the profile icon in the upper right corner of the screen and select My Profile > Google Sync.
I installed the integration but it's still going to the Google Workspace Marketplace when I go to My Profile -> Google Sync.
This can occur when you skip a configuration step when initially installing the integration. Please go to the following URL and replace the text after "domain=" with your company's domain: https://google.pipelinedeals.com/google/setup?domain=COMPANY.com
Do you have any recommendations for using the sync?
It is recommended that you start by setting up to sync only one or two users, and sync additional users after you have verified that things work the way you expect.
Will syncing delete my contacts?
Enabling Google Sync will not delete your contacts. The sync is bidirectional and controlled by the user. Changes you make in your Pipeline or Google accounts will impact each other. Additions, updates, and deletions to your Google contacts will be synced to Pipeline and vice versa. If you delete a user in Pipeline, they will remain in Google and will only be removed from the Pipeline contact group.
Can I sync my personal Gmail account with Pipeline?
No. Pipeline Calendar and Contact sync is only available for Google Apps for Work accounts.
I'm making Company name changes in Pipeline that don't seem to stick or transfer to Google Contacts, what's going on?
This usually occurs when a duplicate company is made because contact in Google has a slightly different company name than how it appears in Pipeline. For example, let's say you have "Acme Corp" in Pipeline, and you sync your contacts with Google. Bob Smith, whose company is listed as "Acme Corporation", would generate a second company called "Acme Corporation". Merging these companies in Pipeline will not affect Bob's company name in Google, because Google does not recognize our merges. So the next time your contacts sync, it will look like these companies have un-merged. Make sure to keep your data consistent across Google and Pipeline to prevent issues such as this. Our general recommendation is that for any changes you wish to make to a company name, do so in Google first before doing it in Pipeline.
If I delete an event in Google will that remove it from my Pipeline calendar and vice versa?
Yes, that is correct. If you delete a calendar item from either Google or Pipeline, those changes will be reflected in both locations.