Custom fields on Activities

Craig Holmes
Craig Holmes Posts: 15
Second Anniversary

It would be super useful if custom fields could be created at an activity level.  We use activities to prompt our sales people to make calls to prospects.  Being able to create a custom field against the activity to track the downstream outcome would be a huge help

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited July 13 #2

    Craig - a workaround here is to add the custom field to a deal and pull that field in the activity list view.

    But this ability to add custom fields in Activities would be immensely useful and one can customize this to cater to their sales process.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #3

    Hi @Craig Holmes !

    Besides @Amit Sarda suggestion, you can also create a customized type of activity (that signals a certain outcome, for example "outcome: failed") and then create an automation that changes your activity type to the new one once a particular type of note is entered in the activity signalling that it had that outcome.

    This way you can filter by a certain type of activity and know which outcome you're filtering for.

    Here's a suggestion of how to set it up:

    image
    Creating a dedicated type of activity for a particular type of activity outcome.

     

    image
    Automation: the trigger.

     

    image
    The action: overview.

     

    image
    The action: detail.

     

    You can and should, of course, adapt this to your specific workflow needs and preferences, but it could be a way to achieve your end goal with minimal manual work. Hope it helps!

     

    In any case, I have forwarded your suggestion for custom fields in activities to our team for consideration.

  • Craig Holmes
    Craig Holmes Posts: 15
    Second Anniversary
    edited May 2020 #4

    Craig - a workaround here is to add the custom field to a deal and pull that field in the activity list view.

    But this ability to add custom fields in Activities would be immensely useful and one can customize this to cater to their sales process.

    Hi Amit thanks for sharing.  I'm hoping to track the outcome of multiple activities associated to the 1 deal so don't think this one will work with what we are looking for.  Appreciate you replying though!  Cheers

  • Craig Holmes
    Craig Holmes Posts: 15
    Second Anniversary
    edited May 2020 #5

    Hi @Craig Holmes !

    Besides @Amit Sarda suggestion, you can also create a customized type of activity (that signals a certain outcome, for example "outcome: failed") and then create an automation that changes your activity type to the new one once a particular type of note is entered in the activity signalling that it had that outcome.

    This way you can filter by a certain type of activity and know which outcome you're filtering for.

    Here's a suggestion of how to set it up:

    image
    Creating a dedicated type of activity for a particular type of activity outcome.

     

    image
    Automation: the trigger.

     

    image
    The action: overview.

     

    image
    The action: detail.

     

    You can and should, of course, adapt this to your specific workflow needs and preferences, but it could be a way to achieve your end goal with minimal manual work. Hope it helps!

     

    In any case, I have forwarded your suggestion for custom fields in activities to our team for consideration.

    Hi @Inês Batata  thanks for your message.  I currently have about 15 different activity types that I'm hoping to track the outcome against so unfortunately the above solution wouldn't able us to track the outcome against the original activity.  Thanks for responding anyway!  Cheers, Craig

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 2020 #6

    Craig - a workaround here is to add the custom field to a deal and pull that field in the activity list view.

    But this ability to add custom fields in Activities would be immensely useful and one can customize this to cater to their sales process.

    Yeah. In that case it makes sense to have it at the activity-level, and I so wish this was available right away.

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #7

    Hi @Craig Holmes !

    Besides @Amit Sarda suggestion, you can also create a customized type of activity (that signals a certain outcome, for example "outcome: failed") and then create an automation that changes your activity type to the new one once a particular type of note is entered in the activity signalling that it had that outcome.

    This way you can filter by a certain type of activity and know which outcome you're filtering for.

    Here's a suggestion of how to set it up:

    image
    Creating a dedicated type of activity for a particular type of activity outcome.

     

    image
    Automation: the trigger.

     

    image
    The action: overview.

     

    image
    The action: detail.

     

    You can and should, of course, adapt this to your specific workflow needs and preferences, but it could be a way to achieve your end goal with minimal manual work. Hope it helps!

     

    In any case, I have forwarded your suggestion for custom fields in activities to our team for consideration.

    No problem @Craig Holmes . I sent your suggestion over to the team.

    Meanwhile I thought about it again and a simpler automation will probably do: instead of changing the activity type, you can simply have the automation update the activity subject to include a keyword that lets you uniquely identify the outcome and use it as a filter condition.

    Something like this, where I used the fields in brackets [] to keep the original activity's subject, and added some manual text to it to identify the outcome in a way I can filter it if I want to. Based on the same trigger conditions I showed previously.

    image
    The action in the automation.



     

  • Lisa Berghaus
    Lisa Berghaus Posts: 1
    edited August 2020 #8

    Custom fields for Activities would be very helpful for my team. We have a lot of "exceptions" that require more customization. I prefer not to use Deals as a work around.

  • Aleksandr Salekh
    Aleksandr Salekh Posts: 12
    edited February 24 #9

    Dear @Inês Batata

    I have Custom Field in Person named "Category". This field contains number. From 1 to 5. 

    It is analog of rating to list of contacts I have.  

    I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in next day\week\month\year and etc. 

    Is it possible to do so with custom field in person? 

    Thank you in advance. 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #10

    Dear @Inês Batata

    I have Custom Field in Person named "Category". This field contains number. From 1 to 5. 

    It is analog of rating to list of contacts I have.  

    I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in next day\week\month\year and etc. 

    Is it possible to do so with custom field in person? 

    Thank you in advance. 

    Hi @Aleksandr Salekh !

    I'm afraid currently it's not possible to cross-reference the Person's custom field with an Activity type of trigger, so the answer would be no, unfortunately.

    Take a look at the integrations we offer in our marketplace, as they allow you to create more automations outside of the scope of our native automation feature. I did a quick search for you, take a look here.

    Pro tip: for these types of questions reach out to our Support team, you'll get a faster answer. 😉

  • Luke Spano
    Luke Spano Posts: 1
    edited September 2021 #11

    I agree this solution would unlock a lot of flexibility in terms of being able to analyse different types of outcomes from different type of activities i.e. how did a meeting go out of 10 and then being able to filter that based on person, deal type, deal size etc. etc. And yes there will likely be multiple activities associated to each deal so suggested solutions don't solve for this

  • Paul Cohen
    Paul Cohen Posts: 1
    Photogenic
    edited June 14 #12

    I agree it would be very useful to create custom fields at an activity level. @Pipedrive The original post is from 2 years ago...has there been any development on this?