For SMS, I currently have two Zaps set up to update an Opportunity in GHL when any inbound or outbound SMS is sent (I use Salesmsg for this). This creates a record in the Notes section of the Opportunity, but does not create anything in the Contact history itself
For email, this is set up natively in GHL, so it automatically appears in the Contact history. But it does not appear in the Opportunity.
Screenshot examples below. This contact has received two texts and two emails.
My questions:
- How do I set it up so BOTH email and SMS show up in both the Opportunity and Contact history?
- I currently have a setting in GHL that is turned off, that says “Allow duplicate contact”. I’ve found that if I turned this setting on, it will create multiple Contacts and Opportunities when I receive or send text messages through my Zap mentioned above. Obviously I don’t want this to happen. It seems like it is creating new records, not updating existing ones.
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