Learn how to use CiraHub to two-way sync Exchange Server Pipedrive Contacts in this article. Exchange Server is a mail and calendaring server from Microsoft that runs on the Windows Operating System. Syncing contacts between Exchange Server and Pipedrive, a popular CRM tool, with CiraHub allows users to consolidate Contact information from multiple sources, ensuring that the information remains consistent across devices and software.
Steps to Two-Way Sync Exchange Server Pipedrive Contacts
- 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.
- Next start the Hub and Spoke setup. Click on “Exchange Server” as your source type for your contact spoke and select User Mailbox.
- Enter your Exchange Sever Connector Login, Password, URL, and Exchange Version. If you are running an Exchange Server Version dated 2016 or later, always select Exchange 2016 in your Connector Settings.
- Wait for CiraHub to Validate your Exchange Server Settings in order to access your data.
- Select the Mailbox Folder you would like to sync.
- Type in a Spoke Name and click Next.
- Type in a Hub Name and click Create to two-way sync Exchange Server contacts for the hub and spoke connection.
- Select the option to add an Additional Spoke.
- 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.)
- Next, select Pipedrive as the source type for your contact spoke.
- Sign in with Pipedrive to add your account to the Hub, or select an existing Pipedrive account.
- If you selected “Sign in with Pipedrive”, you’ll be prompted to this screen to enter your Pipedrive username and password.
- Click Allow and Install to two-way sync Pipedrive contacts.
- Type in a Spoke Name and click Next.
- Next, type in the Hub Name and click Create.
- 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.”
- Click on “Allow Hub to create and sync items in this spoke”. This will allow you to two-way sync Exchange Server Pipedrive Contacts from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter the items you would like to sync.
- Click the Advanced tab to set up contact filtering for Pipedrive. This would enable a user to synchronize and create Hub items based on specific criteria.
- Click on “Sync now” to two-way sync Exchange Server Pipedrive Contacts. You can also edit synchronization options for each of your spokes below.
Conclusion
By performing a two-way Contact sync between a CRM, such as Pipedrive, and an Exchange Server, users can keep all contact information consistent across sources. We hope you found the steps in this guide useful.
More About CiraHub!
Syncing or merging multiple Contact Lists from different sources has historically been a pain. CiraHub makes these problems a thing of the past as the first-of-its-kind Multi-Way sync tool. The software is designed to be up and running in under an hour. Connect your two Global Address Lists, enable the sync, and it’s done. Users can set up a two-way CRM sync for an Exchange Server and Pipedrive, and many other applications. Start your CiraHub trial today!