differentiate between sent/received in Pipedrive integration

1 votes

At the moment, the notes created from LI messages in PD don't distinguish between sent and received messages. It would be very helpful to have some marker there that I could use to trigger automations.

For example, if the note included the words "LinkedIn message received", then I could use that to trigger automations like stopping our email drip or calling campaign, which I would not want to stop if the LI message was one we sent.

Thanks in advance.

Done Suggested by: J (05 Oct, '20) • Upvoted: 05 Oct, '20 • Comments: 2

Comments: 2

14 Oct, '20
gilesdux Admin
Sent messages just appear as Notes in Pipedrive (so you can see the history of conversations), received messages appear in Notes and in Activities. This has been 'cleaned up' since the implementation of the Pipedrive Integration.
15 Oct, '20
Jake
It would be great if sent messages also appeared as activities, since sending a message is indeed an activity that we'd like to track in our reporting, much like an email. It's much harder to run filters, automations, and reports on notes in Pipedrive.

That said, it's still important to differentiate between sent & received messages.

Thank you!