Advice on smrtPhone / Podio - logging text conversations
I'm using the Real Estate Investment App pack and currently testing it with smrtPhone. (https://help.podio.com/hc/en-us/articles/360017468820-Real-Estate-Investment-App-Pack)
I can send a text from smrtPhone to my cell with no problem. I can also reply from my cell and it triggers a communication in Podio, which is great, but, I would like the full text conversation to appear on the "Seller Lead" on the "Activity" window. Right now all it does on the Activity window is state that a communication happened. It doesn't show the details.
Does anyone know how I can get the activity window to contain the back & forth text conversation from smrtPhone?
To do what you've explicitly asked for, you would create a flow on the Communications app that posts a comment on the related Seller Lead.
That being said, many people refer to use a calculation field to generate a color-coded communication history, as described here:
Please sign in to leave a comment.