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Log text messages as notes in Pipedrive (instead of activities)
Log text messages as notes in Pipedrive (instead of activities)

This recipe allows you to have your text messages logged as notes against contact profiles on Pipedrive instead of the activities.

Sam From VoiceRules avatar
Written by Sam From VoiceRules
Updated over 2 years ago

We log text messages as activities in Pipedrive. However, some of the businesses we work with have asked us to log text messages as notes in the past. In this case, we log your incoming and outgoing text messages against contact profiles. But instead of logging them as activities, we log them as notes.

We don't recommend this, though, since notes as an entity are not trackable in Pipedrive reports. However, if you are someone who does a lot of text messages with each customer, then this becomes helpful.

In case you have any questions, please use the chat option to connect with our Support team.

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