Prevent Overwriting of Existing Pipedrive Data after Manual LinkedIn Profile Visit

1 votes

Hi. Currently, if we manually visit a contact on LinkedIn that is already in PipeDrive, Dux-Soup recorder overwrites the data in PipeDrive.

As we know, sometimes Recorder gets the information wrong during a profile migration. So, if we fix an error in the name/title/etc. of the contact that is often wasted effort because if anyone on the team checks out that LinkedIn profile during the sales process it overwrites our "fixed" data with the original wrong data.

The fix? What would be ideal would be to mimic the "History Skipper" function which currently already works for automatic profile visits. We just need it to work for manual visits as well. Visited that profile in the last year? Skip that profile migration.

Done Suggested by: Gary Rosenberger Upvoted: 03 Dec, '21 Comments: 1

Comments: 1