CRM

KStrydom
投稿者

Showing historic contact information

解決

I am using the Zapier email parser to pull contacts into an account. The zaps are set to "Create or Update Contact". The data does pull in and update, but I can't find where to see what it updated from.

I thought it might show that x changed to y in the contact activity, but it doesn't. Where can I see this info - or is it available to begin with?

Thanks!

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Showing historic contact information

解決

Hi @KStrydom,

 

You can access this history in the left sidebar of a contact record:

 

karstenkoehler_0-1623036127145.png

 

View property history will give you a full log with time stamps:

 

karstenkoehler_1-1623036183502.png

 

Clicking View all properties allows you to search and find specific properties:

 

karstenkoehler_3-1623036331032.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Showing historic contact information

解決

Hi @KStrydom,

 

You can access this history in the left sidebar of a contact record:

 

karstenkoehler_0-1623036127145.png

 

View property history will give you a full log with time stamps:

 

karstenkoehler_1-1623036183502.png

 

Clicking View all properties allows you to search and find specific properties:

 

karstenkoehler_3-1623036331032.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

KStrydom
投稿者

Showing historic contact information

解決

Thanks so much!! 

0 いいね!