Join Our Closed Beta Release: Add Activities in Bulk to Deals

Kristiina Vaab
Kristiina Vaab Pipedrive Team Posts: 18 PIPEDRIVE TEAM
10 Comments Name Dropper
edited December 11 in Research and Beta Testing #1

Update: This closed beta has ended, thank you to all who participated.

Dear Pipedrive Community,

We’re excited to announce a new feature coming soon to Pipedrive – bulk Activity management for Deals!

With this feature, you’ll be able to quickly add activities across multiple deals simultaneously, saving you time and boosting productivity.
We’re offering early access through a closed beta release, and we’d love for our community members to be among the first to try it out and share feedback!

What’s in it for you?

  • Early access: get hands-on experience with the bulk activities feature before anyone else.
  • Exclusive feedback opportunity: help shape the final version by sharing your thoughts on how this feature works for you.
  • Direct support: our product team will be here to support you and answer any questions along the way.



You can then leave feedback as a comment to this post.
Thank you and looking forward to having you onboard as we continue enhancing Pipedrive for you!

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,611 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    This is easily doable with some simple automation within Pipedrive. Sorry, but there was no need to spend engineering resources on this.

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 81 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes

    This is good, but it's even more important to be able to add Activities in Bulk from the Organizations and Peoples list.

  • wonders
    wonders Member Posts: 45 VERIFIED MEMBER
    10 Comments 5 Up Votes First Anniversary 5 Likes

    Considering how many other features desperately need to be improved or added this is a huge waste of time and resources. Like Amit said, this could easily be done several ways with very simple automations. Deal/person/lead updated and has label "schedule" → Create activity. Go add the label in bulk. Done.

    How about devoting resources on revamping the workflows to add paths or expanding the lead functionality or even little things like making it so that the address auto complete pulls the zip code or any of the 100 other highly practical and requested features that have gone undeveloped for years.

  • mac@datomni.com
    mac@datomni.com Member Posts: 19 VERIFIED MEMBER
    10 Comments Name Dropper First Answer Photogenic

    I'm not entirely sure about this, given Pipedrive AI's direction with Pulse and other products. The goal is to have more pinpointed, measured activities and less noise or bulk actions.

    It will also negatively impact account data quality if overused.

    That said, I see value in bulk tasks for maintaining account health and tidiness, such as automatically removing activities for lost or won deals. We recently had to custom-build this in one of our implementations.

    Mac

This discussion has been closed.