Pipedrive calls and sms syncing to contact file instead of the deal

[isabelelam]

I need calls and text messages to sync to deals instead everything is syncing to the contact associated to the deal. How do i fix this?

[zxdong262]

currently It will sync to all the contacts has the callee or caller number, and the latest updated deal associated to these contacts, only one deal for one contact. Is this enough for you? Or you want to sync to all deals associated to one contact? Or you must to stop syncing log to contact?

[isabelelam]

That would be enough – I made sure I only have one deal per contact but the data is not pulling into the deal :( I have tried to install older versions as well but I can’t figure out the disconnect [cid:image001.png@01D5FD23.34400070] MEET MY TEAM: Holley Fickes | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4402 | Fax: 615.807.3830 | Email: hfickes@cmgfi.com<mailto:hfickes@cmgfi.com> Linda Pollock | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4403 | Fax: 615.807.3830 | Email: lpollock@cmgfi.com<mailto:lpollock@cmgfi.com> Corporate Website<http://www.cmgfi.com/> | Secure Document Transfer<https://securetransfer.cmgfi.com/ielam/Transfer> Call Me<tel:6159562500> | Directions<https://www.google.com/maps/place/3202+Memorial+Blvd,+Murfreesboro,+TN+37130/@35.9010471,-86.3849597,17z/data=!3m1!4b1!4m5!3m4!1s0x886407ab8f922c13:0xe0321eec866dff7!8m2!3d35.9010428!4d-86.382771> | MySite<https://www.cmgfi.com/agents/isabel-elam> | Apply Now<https://www.myloanform.com/?o=2847&c=57544> From: ZHAO Xudong <notifications@github.com> Sent: Wednesday, March 18, 2020 7:00 AM To: ringcentral/pipedrive-embeddable-ringcentral-phone-spa <pipedrive-embeddable-ringcentral-phone-spa@noreply.github.com> Cc: Isabel Elam <ielam@cmgfi.com>; Author <author@noreply.github.com> Subject: Re: [ringcentral/pipedrive-embeddable-ringcentral-phone-spa] Pipedrive calls and sms syncing to contact file instead of the deal (#29) This message originated from outside CMG. Please use caution when opening links and attachments. currently It will sync to all the contacts has the callee or caller number, and the latest updated deal associated to these contacts, only one deal for one contact. Is this enough for you? Or you want to sync to all deals associated to one contact? Or you must to stop syncing log to contact? — You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fringcentral%2Fpipedrive-embeddable-ringcentral-phone-spa%2Fissues%2F29%23issuecomment-600581813&data=02%7C01%7Cielam%40cmgfi.com%7Ca9c8181904d04cbeea2508d7cb33d2be%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201296179063898&sdata=k7nLcgcI%2F%2FH53yXe5UvOdBVdorxcuTM1ySEvo3OulNw%3D&reserved=0>, or unsubscribe<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAOZ5TBZW3K5AG6UGCPK5HGDRICZSJANCNFSM4LODMYUA&data=02%7C01%7Cielam%40cmgfi.com%7Ca9c8181904d04cbeea2508d7cb33d2be%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201296179073893&sdata=zIyHDNPeZCXZ4hSv1b25ymis80fF2pM6tyG3sjZ15mk%3D&reserved=0>.

[zxdong262]

How many deals do you have in total?

[isabelelam]

About 700… [cid:image001.png@01D5FD71.152166E0] MEET MY TEAM: Holley Fickes | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4402 | Fax: 615.807.3830 | Email: hfickes@cmgfi.com<mailto:hfickes@cmgfi.com> Linda Pollock | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4403 | Fax: 615.807.3830 | Email: lpollock@cmgfi.com<mailto:lpollock@cmgfi.com> Corporate Website<http://www.cmgfi.com/> | Secure Document Transfer<https://securetransfer.cmgfi.com/ielam/Transfer> Call Me<tel:6159562500> | Directions<https://www.google.com/maps/place/3202+Memorial+Blvd,+Murfreesboro,+TN+37130/@35.9010471,-86.3849597,17z/data=!3m1!4b1!4m5!3m4!1s0x886407ab8f922c13:0xe0321eec866dff7!8m2!3d35.9010428!4d-86.382771> | MySite<https://www.cmgfi.com/agents/isabel-elam> | Apply Now<https://www.myloanform.com/?o=2847&c=57544> From: ZHAO Xudong <notifications@github.com> Sent: Wednesday, March 18, 2020 9:29 PM To: ringcentral/pipedrive-embeddable-ringcentral-phone-spa <pipedrive-embeddable-ringcentral-phone-spa@noreply.github.com> Cc: Isabel Elam <ielam@cmgfi.com>; Author <author@noreply.github.com> Subject: Re: [ringcentral/pipedrive-embeddable-ringcentral-phone-spa] Pipedrive calls and sms syncing to contact file instead of the deal (#29) This message originated from outside CMG. Please use caution when opening links and attachments. How many deals do you have in total? — You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fringcentral%2Fpipedrive-embeddable-ringcentral-phone-spa%2Fissues%2F29%23issuecomment-600954263&data=02%7C01%7Cielam%40cmgfi.com%7Cceed9eb52be64643799308d7cbad3ef0%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201817263105361&sdata=4BpMJ1getzyfAwsxkC%2F9n3lUphzHUk5uG7bqEWHbm%2BU%3D&reserved=0>, or unsubscribe<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAOZ5TB3GJX37IC5Z36L7ZELRIF7NXANCNFSM4LODMYUA&data=02%7C01%7Cielam%40cmgfi.com%7Cceed9eb52be64643799308d7cbad3ef0%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201817263105361&sdata=xoyZ1jrL28%2FiTRGaz13WHCFBk9ootVPpuTyvFkwpthk%3D&reserved=0>.

[zxdong262]

Can you try the latest release https://github.com/ringcentral/pipedrive-embeddable-ringcentral-phone-spa/releases

[isabelelam]

It won’t load – I tried a bunch of times… [cid:image004.jpg@01D5FD76.8CF6A400] [cid:image003.png@01D5FD76.899E9F60] MEET MY TEAM: Holley Fickes | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4402 | Fax: 615.807.3830 | Email: hfickes@cmgfi.com<mailto:hfickes@cmgfi.com> Linda Pollock | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4403 | Fax: 615.807.3830 | Email: lpollock@cmgfi.com<mailto:lpollock@cmgfi.com> Corporate Website<http://www.cmgfi.com/> | Secure Document Transfer<https://securetransfer.cmgfi.com/ielam/Transfer> Call Me<tel:6159562500> | Directions<https://www.google.com/maps/place/3202+Memorial+Blvd,+Murfreesboro,+TN+37130/@35.9010471,-86.3849597,17z/data=!3m1!4b1!4m5!3m4!1s0x886407ab8f922c13:0xe0321eec866dff7!8m2!3d35.9010428!4d-86.382771> | MySite<https://www.cmgfi.com/agents/isabel-elam> | Apply Now<https://www.myloanform.com/?o=2847&c=57544> From: ZHAO Xudong <notifications@github.com> Sent: Wednesday, March 18, 2020 10:26 PM To: ringcentral/pipedrive-embeddable-ringcentral-phone-spa <pipedrive-embeddable-ringcentral-phone-spa@noreply.github.com> Cc: Isabel Elam <ielam@cmgfi.com>; Author <author@noreply.github.com> Subject: Re: [ringcentral/pipedrive-embeddable-ringcentral-phone-spa] Pipedrive calls and sms syncing to contact file instead of the deal (#29) This message originated from outside CMG. Please use caution when opening links and attachments. Can you try the latest release https://github.com/ringcentral/pipedrive-embeddable-ringcentral-phone-spa/releases<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fringcentral%2Fpipedrive-embeddable-ringcentral-phone-spa%2Freleases&data=02%7C01%7Cielam%40cmgfi.com%7Cb09ccc3de9dc42a8cca908d7cbb54d83%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201851865328758&sdata=lM82Y3%2BuzVW1QGdyqKe3U1LJxyEUl01nu64RjNXcuLc%3D&reserved=0> — You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fringcentral%2Fpipedrive-embeddable-ringcentral-phone-spa%2Fissues%2F29%23issuecomment-600967992&data=02%7C01%7Cielam%40cmgfi.com%7Cb09ccc3de9dc42a8cca908d7cbb54d83%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201851865328758&sdata=WACSqtXRHD9612yQ5NGH9YzXkkw18D1nCnvzcNFQ8Gg%3D&reserved=0>, or unsubscribe<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAOZ5TB57WFUHWEPOKDLKZVTRIGGF7ANCNFSM4LODMYUA&data=02%7C01%7Cielam%40cmgfi.com%7Cb09ccc3de9dc42a8cca908d7cbb54d83%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201851865338753&sdata=GYFTE1PeyPEGfk8R6uJ4lppU%2B9CZfFLuRZlcEZE8fn0%3D&reserved=0>.

[zxdong262]

have you removed the old one?

[zxdong262]

Can not see pics from email in github issue, you can send email directly to zxdong@gmail.com

[isabelelam]

yes I did Get Outlook for iOS<https://aka.ms/o0ukef>

…

________________________________ From: ZHAO Xudong <notifications@github.com> Sent: Wednesday, March 18, 2020 11:32:56 PM To: ringcentral/pipedrive-embeddable-ringcentral-phone-spa <pipedrive-embeddable-ringcentral-phone-spa@noreply.github.com> Cc: Isabel Elam <ielam@cmgfi.com>; Author <author@noreply.github.com> Subject: Re: [ringcentral/pipedrive-embeddable-ringcentral-phone-spa] Pipedrive calls and sms syncing to contact file instead of the deal (#29) This message originated from outside CMG. Please use caution when opening links and attachments. have you removed the old one? — You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fringcentral%2Fpipedrive-embeddable-ringcentral-phone-spa%2Fissues%2F29%23issuecomment-600983294&data=02%7C01%7Cielam%40cmgfi.com%7C9deb20b1256c49a836ca08d7cbbe9980%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201891801703517&sdata=EtzFO1oh5H4p9ddMNTKoo9C8%2Bcn0cn2rLhtL%2BoCFBr8%3D&reserved=0>, or unsubscribe<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAOZ5TB4YPU3BDQFCSZ26V4DRIGN7RANCNFSM4LODMYUA&data=02%7C01%7Cielam%40cmgfi.com%7C9deb20b1256c49a836ca08d7cbbe9980%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201891801703517&sdata=lYwkCWCAPjiiN6HAtehNmJSNjlBTQcnVc%2BnitJAiJps%3D&reserved=0>.

[zxdong262]

Can you have a meeting with me?

[isabelelam]

Sure… [cid:image001.png@01D5FD7E.531CF150] MEET MY TEAM: Holley Fickes | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4402 | Fax: 615.807.3830 | Email: hfickes@cmgfi.com<mailto:hfickes@cmgfi.com> Linda Pollock | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4403 | Fax: 615.807.3830 | Email: lpollock@cmgfi.com<mailto:lpollock@cmgfi.com> Corporate Website<http://www.cmgfi.com/> | Secure Document Transfer<https://securetransfer.cmgfi.com/ielam/Transfer> Call Me<tel:6159562500> | Directions<https://www.google.com/maps/place/3202+Memorial+Blvd,+Murfreesboro,+TN+37130/@35.9010471,-86.3849597,17z/data=!3m1!4b1!4m5!3m4!1s0x886407ab8f922c13:0xe0321eec866dff7!8m2!3d35.9010428!4d-86.382771> | MySite<https://www.cmgfi.com/agents/isabel-elam> | Apply Now<https://www.myloanform.com/?o=2847&c=57544> From: ZHAO Xudong <notifications@github.com> Sent: Wednesday, March 18, 2020 11:36 PM To: ringcentral/pipedrive-embeddable-ringcentral-phone-spa <pipedrive-embeddable-ringcentral-phone-spa@noreply.github.com> Cc: Isabel Elam <ielam@cmgfi.com>; Author <author@noreply.github.com> Subject: Re: [ringcentral/pipedrive-embeddable-ringcentral-phone-spa] Pipedrive calls and sms syncing to contact file instead of the deal (#29) This message originated from outside CMG. Please use caution when opening links and attachments. Can you have a meeting with me? — You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fringcentral%2Fpipedrive-embeddable-ringcentral-phone-spa%2Fissues%2F29%23issuecomment-600983922&data=02%7C01%7Cielam%40cmgfi.com%7C14ab30bfe00c45f71f4408d7cbbf0123%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201893534975863&sdata=oglBtJt0Gh2eMFW0MRnC7Yr%2FczfqXYBm22N5fhl10kk%3D&reserved=0>, or unsubscribe<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAOZ5TBYKUKJ4YWUCDYIFA53RIGOKNANCNFSM4LODMYUA&data=02%7C01%7Cielam%40cmgfi.com%7C14ab30bfe00c45f71f4408d7cbbf0123%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637201893534985857&sdata=aCX4g5LX0HmMNAubpJozRdt8G88R0RqMgtRhA7Sv71o%3D&reserved=0>.

[zxdong262]

@isabelelam Have sent you the meeting link, you can join when you can. I will just leave it open.

[zxdong262]

@isabelelam Can you send me your available time and timezone? We can schedule another time.

[isabelelam]

Very sorry for delayed response. I am on Central time (for future reference) but the latest version is working!! [cid:image001.png@01D60031.D2886540] MEET MY TEAM: Holley Fickes | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4402 | Fax: 615.807.3830 | Email: hfickes@cmgfi.com<mailto:hfickes@cmgfi.com> Linda Pollock | Loan Officer Assistant CMG Financial | Corporate NMLS# 1820 | 3202 Memorial Blvd, Ste B | Murfreesboro, TN 37129 Office: 615.965-4403 | Fax: 615.807.3830 | Email: lpollock@cmgfi.com<mailto:lpollock@cmgfi.com> Corporate Website<http://www.cmgfi.com/> | Secure Document Transfer<https://securetransfer.cmgfi.com/ielam/Transfer> Call Me<tel:6159562500> | Directions<https://www.google.com/maps/place/3202+Memorial+Blvd,+Murfreesboro,+TN+37130/@35.9010471,-86.3849597,17z/data=!3m1!4b1!4m5!3m4!1s0x886407ab8f922c13:0xe0321eec866dff7!8m2!3d35.9010428!4d-86.382771> | MySite<https://www.cmgfi.com/agents/isabel-elam> | Apply Now<https://www.myloanform.com/?o=2847&c=57544> From: ZHAO Xudong <notifications@github.com> Sent: Thursday, March 19, 2020 9:02 AM To: ringcentral/pipedrive-embeddable-ringcentral-phone-spa <pipedrive-embeddable-ringcentral-phone-spa@noreply.github.com> Cc: Isabel Elam <ielam@cmgfi.com>; Mention <mention@noreply.github.com> Subject: Re: [ringcentral/pipedrive-embeddable-ringcentral-phone-spa] Pipedrive calls and sms syncing to contact file instead of the deal (#29) This message originated from outside CMG. Please use caution when opening links and attachments. @isabelelam<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fisabelelam&data=02%7C01%7Cielam%40cmgfi.com%7Cff27fb286e3843a7b00108d7cc0e0920%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637202232980009512&sdata=uctvb6YA6fE105XepaEwh%2Bl02BYKbBPaSRrfF3qWQvs%3D&reserved=0> Can you send me your available time and timezone? We can schedule another time. — You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fringcentral%2Fpipedrive-embeddable-ringcentral-phone-spa%2Fissues%2F29%23issuecomment-601195530&data=02%7C01%7Cielam%40cmgfi.com%7Cff27fb286e3843a7b00108d7cc0e0920%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637202232980019509&sdata=g8950OgyArlx1cUGsRqiszeQ%2FDpKDkbMaRcCDR%2FKsoo%3D&reserved=0>, or unsubscribe<https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAOZ5TB5FULX5U3ZEL72HPMLRIIQT5ANCNFSM4LODMYUA&data=02%7C01%7Cielam%40cmgfi.com%7Cff27fb286e3843a7b00108d7cc0e0920%7C57d88166f2474deea6f9e6359f96ff2c%7C0%7C0%7C637202232980029506&sdata=3L9oRodA2xQH601hqY4232z0yaTsjm3sluNSOM2jTMU%3D&reserved=0>.

[8jwiener]

Hello, zxdong, I also am encountering this same problem. Want to be able to make a call to a contact linked to a deal and then log the call and have it show up inside the Deal activity. We do have multiple contacts associated with multiple deals.....

[zxdong262]

@isabelelam Great, good to know

[zxdong262]

@8jwiener Currently Pipedrive api only support creat activity with one contact and one deal, due to this limit, log can only be syned to latest deal the linked to the contact.