Add filtering based on linked contacts’ email activity, at Organization level

gabrielesedda

A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently.

Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days.
This makes it impossible to automate something as basic as:
"If no one in this Organization has been contacted in the last 90 days, mark it as inactive."

Without this, we have to open each Organization manually and check one by one, which doesn't scale.

It would be super helpful to have a condition like:
“IF no linked People have received email in X days → THEN update a custom field (e.g. ‘Contacted more than 90 days ago’ = Yes)”

This kind of logic seems essential for keeping outreach organized in any growing sales pipeline.

Thanks!

Helio

Hello @gabrielesedda

I hope you are doing well!

I believe our Contacts Timeline feature could be really useful for your needs.

You can find more details about it here:
Contacts Timeline – Knowledge Base | Pipedrive

This feature allows you to view all activity related to an organization, including those linked to its contacts. It also lets you set a follow-up frequency—for example, if a company hasn't been contacted in over a month, it will be highlighted in red.

Here’s an example of how it looks:
Visual Example

Feel free to reach out if you have any questions or need help getting started!

gabrielesedda

Thanks for the suggestion!

I’ve looked into the Contacts Timeline, but unfortunately it doesn’t solve our use case.

We’re not trying to identify which individual contacts haven’t been contacted recently. That’s not relevant to us, because:

• We offer different products and we might contact different people within the same company depending on the product.
• Some contacts become irrelevant over time; we might stop using them and add new ones.

So highlighting an inactive contact doesn't help.
What we really need is to identify Organizations where none of the linked contacts have received any email in the last X days (e.g. 90 days).

That’s the only reliable way for us to know which companies are truly inactive and need a reactivation push.
Right now, we can’t do this in Pipedrive without checking each organization manually, which is not sustainable.

Hope this clarifies why this feature would be really helpful!

gabrielesedda

In fact, I’ve looked more closely and I agree, the visual overview is quite interesting.

It would be really useful if there was a way to highlight or filter only the Organizations that meet certain conditions and to be able to bulk edit them or tag them directly from that view.

Is that possible in any way?

Thanks again!