Need to import Activity - Description field

Michelle Liggitt
Michelle Liggitt Member Posts: 3 VERIFIED MEMBER
First Comment Photogenic
in Sales CRM #1

I am setting up an automation that uses the Description field of Task type Activities to know what step of the automation to do next. I have several automations that work this way, so the issue isn't with this part of the process.

My problem is that the Description field of Activities does not appear when I search for it during the import process, so when I import the activities, I'm missing this critical piece of information. Without being able to import all fields of an activity, I'm going to have to invent some janky workaround.

Why aren't Activity Descriptions importable?

Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 347 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    #2

    Hi @Michelle Liggitt

    Indeed, at the moment the Description field is not an option under Import. This is good feedback for our team and will forward it to the Product department, thank you!

Categories