Is it possible to attach the same activity to multiple deals?

Paige Pennigar
Paige Pennigar Member Posts: 7
5 Likes First Anniversary Name Dropper First Comment
edited July 2023 in Sales CRM #1

I have a weekly webinar that prospects can sign up for (instead of a 1:1 demo). Typically, I attach a demo activity to a deal, but in this case multiple prospects might sign up for the same demo/webinar. So that demo/webinar is a single activity in pipedrive, but I need to link it to multiple different deals (different attendees). Is this possible? Am I missing something? I would imagine others like to be able to attach their webinars to multiple deals.

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  • ddutra
    ddutra Member Posts: 22
    5 Likes First Comment First Answer Name Dropper
    #2

    Hello Paige

    I don't think thats possible with the tool as is.

    You could try setting this up using a custom date field that you mass edit.

    PLUS an automation that reacts to this field changes, creates the activity to this date and empties the field.

    If you are looking for help I am available for hire. I run a pipedrive setup for my company with millions of deals, a dozen of integrations and helper tools. My company was featured here: https://www.pipedrive.com/en/blog/fibersals-case-study

    You can get in touch with me at ddutra AT fibersals.com.br.

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