Synchronizing the tasks from the PipeDrive Activities with (1) Microsoft To Do and/or (2) Apple Reminders

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1

I would like to synchronize the tasks (and only the tasks) from the PipeDrive Activities with
(1) Microsoft To Do and/or
(2) Apple Reminders.

Reasoning: Two of the most important principles of self-organization are:

(1) Tasks are not appointments/events and appointments/events are not tasks
⇒ Tasks therefore belong on the To-Do list / in the To-Do app, and not on the calendar (that’s there PipeDrive would sync it)!

(2) There can only ever be one To-Do list (To Do app)
⇒ Tasks from PipeDrive belong on your one and only To-Do app.

⇒ calendar sync of PipeDrive does not do the job

I need synchronization of PipeDrive tasks (and only tasks) with the leading To Do apps: Microsoft To Do and / or Apple Reminders (both would work for my because my ToDo App GoodTask does support both).

In both apps, it is possible to keep a separate list for tasks from PipeDrive, which would be merged with other tasks into a common view. Therefore, a 2-way synchronization would be possible and preferred.

2

Hello @Til_Roquette I would love to work with you on this, you can book a call here Calendly to discuss the requirements and also you can check out my Upwork profile Upwork

3

Hey @Til_Roquette,

2 syncs are also needed for task/events updates, right?

I am doing a co-building session where we can build together your scenarios. During the session, I can show you how you can manage and improve your scenarios later by yourself.

So we can complete this project in one day and deliver the solution immediately in your account.

Happy to have a 30-minutes conversation to review your current setup and share my advice with no commitment. Here is my calendar link: Solve it in 30 mins | Dimitris Goudis | Cal.com

Thanks

Dimitris | 3Nuggets

4

Hi,

thanks for your reply:

Before arranging a telephone oder video appointment with a time zone difference of several hours, let’s find out first:

  • What information do you need to solve the following questions?
  • Can this be solved with Pipedrive’s on-board resources and in a reasonable amount of time?

Here is my updated request:

  1. Every time I create and save a new activity > task in Pipedrive, a task is created in my ToDo app with subject, priority. Due to a bug in Apples Reminder’s sync with MS To Do, I am afraid, the sync has to be with Apple Reminder, which supposedly is trick …

  2. If I change something in the task in my ToDo app, this change is synchronized back to PipeDrive. This also includes the completion marker of the task.

Here is my system:

  • I have a PipeDrive account
  • I am working under MacOS (MacBook Air M1), iPadOS and iOS and iCloud
  • I have an MS 365 account
  • I have a free Make account
  • My ToDo app: GoodTask, a GUI for Reminder.
  • Reminder syncs with Microsoft To Do. Unfortunately, the sync between Apple Reminder and Microsoft To Do is buggy (due date is shifted by one day in certain constellations).
  • I have heard that synchronization with Apple Reminder is tricky to implement (no API?).
5

Hi @Til_Roquette, thank you for providing additional info.
It is true that Apple reminders is tricky, but we have done it in the past.

We are a small team of Make.com experts and have developed plenty of complex integrations. This project should not be a challenge to us.

If you are interested we would love to help you, you can schedule a call in here: 30 Min Meeting | Felipe Saucedo | Cal.com

6

Hi @Til_Roquette
Let’s use Make.com to sync PipeDrive tasks with Apple Reminders. Here’s the plan:

  • Trigger: Create a Make scenario triggered by new PipeDrive tasks.
  • Extract: Extract task details like subject, priority, and due date.
  • Create: Use Make’s iCloud Reminders module (or explore scripting options) to create tasks in Apple Reminders.
    This bypasses the MS To Do sync issue.

We can build this out in make.com

Let me know if you have any questions.

Here is my calendly Calendly
Let’s chat to discuss the requirements before proceeding

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