Would You like an activity to be able to attach a file/document?

Would You like an activity to be able to attach a file/document?
2
2 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,388 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited November 2020 #2
    @Martin Pfeiffer and others who voted, can you explain the use case why you'd need this?
  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited December 2020 #3
    @Mike van der Valk , we are dealing with lots of paperwork, permits, insurances, dozens of renewals and it would always useful to attach related documents to these tasks for better reference. THX
  • Kevin Gamper
    Kevin Gamper Posts: 1
    edited June 2021 #4
    There may an Exel file with information associated with the Activity.
  • Hiranthi Herlaar
    Hiranthi Herlaar Posts: 1
    edited October 2021 #5
    A more specific use-case: when files can be attached to specific activities, tattoo artists can attach reference material, their sketches etc. to a specific meeting activity.

    While files can be attached to a person/deal, to get to those files from the activity, they need to click through to the person / deal. Which can be distracting/overwhelming for the tattoo artists that merely want to see the info related to the specific appointment (meeting) and someone else is responsible for managing the rest within Pipedrive.

    In the API and at Zapier etc. it's mentioned that files can be attached to activities as well. But apparently that isn't available for regular users of Pipedrive (yet?). Which is a shame, because Pipedrive practically meets all the needs and wants of a client of mine, but not being able to add the files to a specific activity has a high risk of being a dealbreaker for them.
  • Everbright Windows & Doors
    edited April 20 #6
    We would be very useful to be able to add attachment files to activities. It's urgently required and for us, that I'm looking at other CRMs.
  • Steven Pamensky
    Steven Pamensky Posts: 1
    edited April 24 #7
    Really require this feature, we take notes during client site visits and need ability to upload the files into the activity
  • GeorgW
    GeorgW Posts: 1
    First Comment

    Hello everyone, are there any updates on this yet? We would also be very happy if it would be possible to clamp attachments to an activity.

    We organize all our appointments via activities (even the external ones) and would like to be able to attach a document to an appointment, just like to a mail.