New Participant

Call and SMS logs using the Pipedrive integration

Forum|Forum|1 year ago
October 28, 2024
7 replies
254 views

Prior to late last week, all SMS and Calls made using the RC Pipedrive Integration were automatically logging in the Person & Deal, we usually work out of Deals, now, you it only logs call and sms on the Person, but if you select the Open Call Logging options on the Settings, after each call & SMS we can manually Save it and it will log on the Person and Deal we are working on.

My question is why this synch has now changed recently and if we have to manually save each time we want to log calls and sms?

pipedrive

ByrneReese

Product Manager

@chris-lubell The team will investigate this right away.

dakong

Community Manager

@chris-lubell

It should be fixed now with version 1.1.3 and above. Please give it another try and see if it works for you. Let me know if you get any issue.

E

emit

New Participant

@dakong @ByrneReese We are facing the same issue where it works ok directly to call contacts but we cant attach it to the deal. Using app 1.6.38. What is the best way to troubleshoot?

dakong

Community Manager

@emit Could you show me your settings under “Call and SMS logging” section?

E

emit

New Participant

This is what we are using right now. I have also tried turning on manual log (but then the deal option does not show up as shown in the bottom), and turning on one time call logging. The deals have contacts and assigned owners I believe.

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