Home > CiraHub Support > How to Enable Two-Way CRM Contact Sync Between Pipedrive and Office 365 User Mailboxes

This article will outline how to Two-Way CRM Sync Pipedrive to an Office 365 Mailbox through CiraHub. CiraHub consolidates numerous data sources from multiple platforms ensuring that the information remains consistent across devices and software. 

  1. First, Log in to CiraHub. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example the contacts object has been selected. Hub and Spoke Setup
  2. Next start the Hub and Spoke setup. Click on “CRMs” 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.) Select CRM
  3. Select “Pipedrive” as the contact spoke type. Select Pipedrive
  4. Sign in with Pipedrive to add your account to the Hub, or select an existing Pipedrive account. Pipedrive Sign in
  5. If you selected “Sign in with Pipedrive”, you’ll be prompted to this screen to enter your Pipedrive username and password.Pipedrive Log in
  6. Click Allow and Install to enable CiraHub Multi-way Sync with the attached Pipedrive Account. Pipedrive CiraHub Connector
  7. Type in a Spoke Name and click Next.Pipedrive Add Spoke Name
  8. Next type in the Hub Name and click Create. Pipedrive Add Hub name
  9. Select the option to add an Additional Spoke. Pipedrive Add Additional Spoke
  10. To add a Contact List within a User Mailbox to the Hub, Click on “Office 365 In my tenant” and select User Mailbox.User Mailbox Source Type Contact Spoke
  11. Select which “User Mailbox” you want to Sync. Select Mailbox
  12. Type in a Spoke name and click create. Pipedrive Add spoke name
  13. Next, right click your spoke, and select “Sync Options”. From there you will be taken to a new window, click the box which says, “Allow Hub to create and sync items in this spoke.” This will enable 2-way synchronization between the Hub and your spoke. Pipedrive Sync Options
  14. Click on “Allow Hub to create and sync items in this spoke”. This will enable two-way synchronization 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. Pipedrive Allow Hub to Sync
  15. Click the Advanced tab to set up contact filtering settings for Pipedrive. This would enable a user to synchronize and create Hub items based on specific criteria. Find out more about contact filtering here. Hubspot Advanced
  16. You can also enable Field Mapping to create customized Hub fields for data in Pipedrive and CiraHub. Click here to learn how to access field mapping settings. Pipedrive FieldMapping
  17. Click on “Sync now” to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below. Pipedrive Sync Now

More About CiraHub! 

CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft Office 365, Exchange Server, CRM Sync Pipedrive to Office 365 Mailbox, 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. For more information check out the FAQ page and our CiraHub Onboarding Guide.