Report Activities with long notes
we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The documentations are sometimes long and always formated. Unfortunately I do not find a good way to export these activities.
From time to time our business partners ask us for a complete activity history of a certain deal. It would be enough to print the Deal page and send it to them, but the font gets so small that they give me bad feedback. When I export the data to Excel it is with HTML tags and needs to be formated manually. Sometimes the notes are so big that even the cell won't show them in total.
Does anyone know a good app on the market place that could help out? I already asked the support but they had no solution for me.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,242
Hi @Mario_21829 - You can set up a data pipeline using Coupler and build a dashboard using a BI solution like Google Data Studio or Tableau.
If you have any other questions or need further help, please don't hesitate to reach out.
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Anna_Gogol Posts: 10
I see that Coupler.io has already been mentioned and I want to second that. For instance, with it you can export your entire activity history from Pipedrive to store it neatly in Excel or G-Sheets. The extracted data will have the Deal's ID and Title, File information, and many more data points, which will allow you to search for the complete activity history of a certain deal by using filters and then share with your partners.
You can even create specific Pipedrive filter views and export activity data relevant to specific partners when you need by specifying the filter in Coupler.io.
Hope my reply will help you :)1