Call Activity - not reached calls

Martin Neumann

Hi Guys, not sure if this is already in another Chat, but we would appreciate the following feature:

My SDRs are calling from Deals they use. 
If they dont reach the client, or even another person who couldnt contribute, we would like to set a specific field at the call itself, before we mark it as "completed" such like "not reached" or something like that. 
This would be a trigger to set another call automatically the next day in this deal. 
So we hang up, save the call and the next activity would be set automatically and my SDR can go to the next deal/call. 

Already reached out to your glorious and very very good support, but the told me "no custom fields at calls" so also no triggers about this for automation. 

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Martin,

You can add the following condition to an Activity Updated trigger:

 

You can ask the team to add a keyword in the Notes (in this case 'Repeat').

If all these conditions are met, I think you can schedule a new activity using automation.

Martin Neumann

Amit Sarda said:

Martin,

You can add the following condition to an Activity Updated trigger:

 

You can ask the team to add a keyword in the Notes (in this case 'Repeat').

If all these conditions are met, I think you can schedule a new activity using automation.

Yes, we have to solve it some kind of this way. Thanks for the good idea!

But at least thats also a workaround depending on the "brain of colleagues". which suffer from pandemic, too few or too much coffee, and so on (like mine). so we are not that sure about this. Having a custom field about this and making this mandatory would be much safer. ;-)

i think this case is quite common, and PD can consider this in the next evolution phase on calls.

Mike van der Valk

Thanks for sharing @Martin Neumann , I'll make sure this reaches the team working on the calling and activities in Pipedrive.

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Amit Sarda said:

Martin,

You can add the following condition to an Activity Updated trigger:

 

You can ask the team to add a keyword in the Notes (in this case 'Repeat').

If all these conditions are met, I think you can schedule a new activity using automation.

I agree. Need a more standard solution for this.

Craig Holmes

The ability to create custom fields on activities would work a treat for this. You could create a ‘activity outcome’ drop down field as a proxy for call outcomes. I have this as a suggestion for a new feature floating around in one of the forums. @Mike van der Valk