Contact activity visible for associated companies

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New Contributor

Hello!

 

 Currently, if we send an email to a contact that is connected with a company, the email shows up in the activities of the associated company as well as the contact page.  This led us to believe that all activity associated with a contact links to the associated companies as well. 

 

We recently integrated with ZipWhip, and their integration is designed to sync to the contact, with the text messages showing up under the all activities section. I'm finding that unlike emails, texts are not syncing with the associated company name. Is there a reason that some things associated with contacts connect with companies, while others don't? Or is there a way for all activity on a contact's page to sync wherever it is connected?

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Accepted Solutions
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HubSpot Moderator

Hi @Hkazarovich 

 

Thanks for this! I was able to look into this and can see that the integration itself is creating Timeline Events on the object records, in this case, Contact Records. 

 

This means, the behaviour we're seeing is expected as Timeline Events created via the API on Contact Records will not show on associated object records, in this case, a Company record. 

 

The functionality of how this works is detailed in our Documentation here:

https://developers.hubspot.com/docs/methods/timeline/timeline-overview

 

In order for this to show on the company record, this would require the event be added to the Company Record too but would require an extra step to get the associated Id for the Contact, hence why this is not a simple 1-step process that can be done via the API linked above. 

 

As this is an integration that is built and maintained by ZipWhip, i'd recommend you reach out to them directly to get their insights into the new functionality. 

 

I hope this helps!

Matthew Willson

HubSpot Developer Support
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HubSpot Moderator

Hi @Hkazarovich 

 

I am not 100% familiar with this integration you're referring to, ZipWhip and so cannot speak to the expected functionality. 

 

Would you be able to DM your Portal Id and I can take a look to see if I can understand more about the integration? 

 

Also to confirm, we're referencing the following integration?
https://ecosystem.hubspot.com/marketplace/apps/marketing/live-chat/zipwhip

 

Matthew Willson

HubSpot Developer Support
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New Contributor

Absolutely. Thanks for the quick response! ZipWhip seems to be functioning correctly. 

 

In a company page on Hubspot, I'm able to filter activity and select different options for communication that I want to show up on the page. i.e. "Calls," "Conversations", and "Emails." I'm looking to see if there is / can be an option to also show "Texts" or all contact activity. I see under Filter Activity, "Updates" there is an option to view "Deal Activity," so we are wondering if there is / can be an option to also filter "Contact Activity." Or, like on the Contact page, there is an option to filter activity and show Integrations. Maybe that is an option in company pages?

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0 Upvotes
Highlighted
HubSpot Moderator

Hi @Hkazarovich 

 

Thanks for this! I was able to look into this and can see that the integration itself is creating Timeline Events on the object records, in this case, Contact Records. 

 

This means, the behaviour we're seeing is expected as Timeline Events created via the API on Contact Records will not show on associated object records, in this case, a Company record. 

 

The functionality of how this works is detailed in our Documentation here:

https://developers.hubspot.com/docs/methods/timeline/timeline-overview

 

In order for this to show on the company record, this would require the event be added to the Company Record too but would require an extra step to get the associated Id for the Contact, hence why this is not a simple 1-step process that can be done via the API linked above. 

 

As this is an integration that is built and maintained by ZipWhip, i'd recommend you reach out to them directly to get their insights into the new functionality. 

 

I hope this helps!

Matthew Willson

HubSpot Developer Support
Reply
0 Upvotes