Custom fields on Activities
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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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.
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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:
Creating a dedicated type of activity for a particular type of activity outcome. 
Automation: the trigger. 
The action: overview. 
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.
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Amit Sarda said:
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
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Inês Batata said:
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:
Creating a dedicated type of activity for a particular type of activity outcome. Automation: the trigger. The action: overview. 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
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Amit Sarda said:
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.
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Inês Batata said:
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:
Creating a dedicated type of activity for a particular type of activity outcome. Automation: the trigger. The action: overview. 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.
The action in the automation.
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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.
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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.
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Aleksandr Salekh said:
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. 😉
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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
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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?
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Ditto, we currently have 28 different activity types (at times there were even more) and we are always looking for ways to better group them together. Since we also create and read the activities through various automated processes, we need elements here that we can uniquely define.
If there were user-defined fields in the activities, then we could regulate many things via these fields and it would give us the possibility to make the structure of the activities much clearer.
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Hi, just adding my two cents here - it would be immensely beneficial to have the possibility to add custom fields on activity types.
For reporting purposes, I'd need a certain activity to store the value of the deal stage, when the activity was carried out. In fact, I've observed that pulling a report with "activity" and "deal stage" currently returns the latest deal stage value. So there is no way (at least that I know of) to know the stage of a deal when the activity was done. And, more importantly, how many activities are done in each deal stage.
Whereas, if there were activity-based custom fields, one could easily set an automation to import the deal stage onto the activity, the moment it gets marked as "done".
It'd be great if the Pipedrive team could share some updates on this request and if there are any plans to tackle it.
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Any update on this? @Inês Batata @Manuel Oliveira I love Pipedrive, but this feature has me looking at other options. Our entire process is task driven and we need to create outcomes for specific tasks. A small pop-up that asks you to choose the outome when you click "Done" would be great.
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Hi @Christian Ayala , custom fields in activities are not planned for 2023 at least. But there are other updates to custom fields in the works, we’ll reveal more as soon as it is possible.
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Thank you, @Manuel Oliveira. I would hope that this gets considered soon. It's difficult to create an end-to-end process if you can't use activity outcome data.
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I'm still very keen for this feature!
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Are there any updates on this? We use the activity module to collaborate internally too, so it would be useful to speed up our internal process to be able to add specific actions, for example, a sales person creating a task for a project manager about a deal, it would be great to be able to select from a drop-down menu the specific task required as well as the information needed for that task.
But it could also be useful for qualifying a meeting or a call (client's needs, level of interest etc etc). Having only the notes does not allow for optimal qualification and analysis via reports.2 -
@Hi @Bertrand M
You can try to use an external automation tool. My recommendation is Make. It's a very Powerfull tool, that interact instantly with your Pipedrive database. And you can easily create workflow on you own needs.
I can help you with if needed, i'm Make Certificated.
Have a good day.
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I completely agree with what you wrote! If you have figure out how to do this, can you please let me know?
"Are there any updates on this? We use the activity module to collaborate internally too, so it would be useful to speed up our internal process to be able to add specific actions, for example, a sales person creating a task for a project manager about a deal, it would be great to be able to select from a drop-down menu the specific task required as well as the information needed for that task.
But it could also be useful for qualifying a meeting or a call (client's needs, level of interest etc etc). Having only the notes does not allow for optimal qualification and analysis via reports."
(I would have linked your text the proper way, but it seems to be having an off day and not letting me.)
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Is the team still looking into this? Custom fields for activities would be very helpful!
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Any updates regarding custom fields for activities?
Missing some crucial items to put calender event status to activities, e.g. rescheduled, no show, cancelled.
Now only the endpoints are done, open, empty or deleted the activity.
if custom fields can be added many people can create their own needs to activities.
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