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

isabelelam commented 4 years ago

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 commented 4 years ago

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 commented 4 years ago

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]

Corporate Websitehttp://www.cmgfi.com/ | Secure Document Transferhttps://securetransfer.cmgfi.com/ielam/Transfer Call Me | Directionshttps://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 | MySitehttps://www.cmgfi.com/agents/isabel-elam | Apply Nowhttps://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 GitHubhttps://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 unsubscribehttps://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 commented 4 years ago

How many deals do you have in total?

isabelelam commented 4 years ago

About 700…

[cid:image001.png@01D5FD71.152166E0]

Corporate Websitehttp://www.cmgfi.com/ | Secure Document Transferhttps://securetransfer.cmgfi.com/ielam/Transfer Call Me | Directionshttps://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 | MySitehttps://www.cmgfi.com/agents/isabel-elam | Apply Nowhttps://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 GitHubhttps://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 unsubscribehttps://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 commented 4 years ago

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

isabelelam commented 4 years ago

It won’t load – I tried a bunch of times…

[cid:image004.jpg@01D5FD76.8CF6A400] [cid:image003.png@01D5FD76.899E9F60]

Corporate Websitehttp://www.cmgfi.com/ | Secure Document Transferhttps://securetransfer.cmgfi.com/ielam/Transfer Call Me | Directionshttps://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 | MySitehttps://www.cmgfi.com/agents/isabel-elam | Apply Nowhttps://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 GitHubhttps://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 unsubscribehttps://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 commented 4 years ago

have you removed the old one?

zxdong262 commented 4 years ago

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

isabelelam commented 4 years ago

yes I did

Get Outlook for iOShttps://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 GitHubhttps://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 unsubscribehttps://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 commented 4 years ago

Can you have a meeting with me?

isabelelam commented 4 years ago

Sure…

[cid:image001.png@01D5FD7E.531CF150]

Corporate Websitehttp://www.cmgfi.com/ | Secure Document Transferhttps://securetransfer.cmgfi.com/ielam/Transfer Call Me | Directionshttps://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 | MySitehttps://www.cmgfi.com/agents/isabel-elam | Apply Nowhttps://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 GitHubhttps://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 unsubscribehttps://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 commented 4 years ago

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

zxdong262 commented 4 years ago

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

isabelelam commented 4 years ago

Very sorry for delayed response. I am on Central time (for future reference) but the latest version is working!!

[cid:image001.png@01D60031.D2886540]

Corporate Websitehttp://www.cmgfi.com/ | Secure Document Transferhttps://securetransfer.cmgfi.com/ielam/Transfer Call Me | Directionshttps://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 | MySitehttps://www.cmgfi.com/agents/isabel-elam | Apply Nowhttps://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.

@isabelelamhttps://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 GitHubhttps://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 unsubscribehttps://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 commented 4 years ago

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 commented 4 years ago

@isabelelam Great, good to know

zxdong262 commented 4 years ago

@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.

ringcentral / pipedrive-embeddable-ringcentral-phone-spa

Pipedrive calls and sms syncing to contact file instead of the deal #29