CRM

KBrown67
メンバー

any way to have messenger activity show up under contact activity?

解決

Seems odd that when you are in a contact file, you can see notes, past emails, and other activities, but no messenger activities.  I can only acces that in the conversations inbox.

It would be nice to go into a contact and see the trail of messenger conversations.  Is that possible, or does facebook not allow that or something?

Kevin 

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

any way to have messenger activity show up under contact activity?

解決

Hi @KBrown67,

 

You should be able to access conversations from any source (I just tested this for Facebook Messenger also) on the contact record. Make sure that you have "Conversations" selected for your filtered timeline:

 

karstenkoehler_0-1627011633770.png

 

Conversations should then appear in the timeline, you can expand them by clicking on them or the button on the upper right:

 

karstenkoehler_1-1627011700648.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
webdew
ガイド役 | Diamond Partner
ガイド役 | Diamond Partner

any way to have messenger activity show up under contact activity?

解決

Hi @KBrown67 ,

Ofcourse you can track your conversation with the contact in the contact activity board. Check SS: https://prnt.sc/1emdgzp
This is the chat my contact had through FB messenger.

Click the Filter activity dropdown and select teh checkbox Conversatios: https://prnt.sc/1eme29m
Whatever conversation you had with your contact, will appear under your activity.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

any way to have messenger activity show up under contact activity?

解決

Hi @KBrown67,

 

You should be able to access conversations from any source (I just tested this for Facebook Messenger also) on the contact record. Make sure that you have "Conversations" selected for your filtered timeline:

 

karstenkoehler_0-1627011633770.png

 

Conversations should then appear in the timeline, you can expand them by clicking on them or the button on the upper right:

 

karstenkoehler_1-1627011700648.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.