How to show LinkedIn messages in the Deal detail view?

Joe Kmiec
Joe Kmiec Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

I wonder if anyone has any work-around for this.  Dux-Soup sends my LinkedIn messages to PipeDrive, and they are shown in the Person detail view.  But I would like them to show in the Deals detail view.  I know this can be a 1 to many issue, but I almost never have multiple Deals for a Person.

Thanks, Joe

+Asking for Advice

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #2

    Hi Joe,

    I think you can set up automation using Integromat to move the note from Person to Deal.

    I am not familiar with Dux-Soup to know if something can be changed there.

  • Joe Kmiec
    Joe Kmiec Member Posts: 2 VERIFIED MEMBER
    edited January 2022 #3
    Amit Sarda said:

    Hi Joe,

    I think you can set up automation using Integromat to move the note from Person to Deal.

    I am not familiar with Dux-Soup to know if something can be changed there.

    Thanks Amit.

    The Deal gets established in Pipedrive, so if Dux-Soup were going to be of any help, it would need to get the Person to Deal relationship from Pipedrive.

    I don't know that Dux-Soup pulls any data from Pipedrive.  I was thinking of looking into Pipedrive's Workflow Automation next, but if Integromat could pull the Person to Deal relationship from Pipedrive, that could be a great alternative.

    Thanks again Amit.

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