How to Sync Action Items from Ping to Double
Jan 16, 2026
Syncing Action Items from Ping to Double
This article walks you through how to sync action items from Ping into Double. There is a small setup step required in Double before syncing, followed by a simple workflow inside Ping.
Before You Start
To successfully sync action items, make sure:
Your Double integration is connected in Ping settings.
You have admin permissions in Double to create custom task sections, or someone with admin access can do this for you.
Set Up the Ping Assistant Section in Double
Double requires a custom task section to properly receive action items from Ping.
Follow these steps:
Open Double and navigate to any client profile.
Click the three-dot menu near the task area and select Manage sections.
Create a new custom section named Ping Assistant.
Make sure the name is spelled exactly as Ping Assistant with a space.
Save the section.
This step typically requires admin-level permissions in Double.
If this section is not created:
Action items may sync without a section.
Tasks may appear without a client attached.
You may not be able to easily find or view the synced tasks.
Sync Action Items from Ping
Once the section is set up, you can start syncing action items from Ping.
Follow these steps:
In Ping, open a meeting that contains action items.
Locate the action item you want to sync.
Click Sync to Double.
Review the list of clients that appear. These are matched based on participant emails.
Select one or more clients you want to sync the action item to.
Click Sync to client.
The action item will now be added to the Ping Assistant section for the selected client in Double.
Assignments and Status Sync
When syncing:
The assignee in Ping is reflected in Double.
The task status (started or not started) is also synced.
Changes depend on who the action item is assigned to in Ping.
After syncing, refresh the client page in Double to see the updated tasks.
Bulk Sync Multiple Action Items
If you want to sync more than one action item at once, Ping supports bulk syncing.
Follow these steps:
In Ping, select multiple action items.
Click the Bulk Sync button.
Choose the appropriate client(s).
Confirm the sync.
This is useful when wrapping up meetings with several follow-ups.
Summary
To sync action items from Ping to Double:
Ensure the Double integration is active in Ping.
Create a custom task section in Double named Ping Assistant.
Sync individual or multiple action items from meetings in Ping.
Refresh Double to confirm tasks appear under the correct client and section.
Once set up, syncing action items becomes a quick and reliable way to keep client tasks aligned.
