Adding activities in bulk🤔

Adina Faiman
Adina Faiman Posts: 17
Second Anniversary Photogenic
edited July 27 in Sales CRM #1

Hi all 👋 I need to add an activity to ALL deals in a pipeline but can't find a way how to do it. Any ideas? 

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    You have several options 

    1. Zapier
    2. Mass Import CSV
  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 29 #3

    1. Create a dummy custom field.

    2. Create an automation that creates the desired activity when the deal is updated for the above dummy field.

    3. Update the value of the custom field for all deals (bulk edit).

  • Adina Faiman
    Adina Faiman Posts: 17
    Second Anniversary Photogenic
    edited March 2020 #4

    You have several options 

    1. Zapier
    2. Mass Import CSV

    @Boris Tsibelman I have never added activities via CSV import. How would that work?

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2020 #5

    You have several options 

    1. Zapier
    2. Mass Import CSV

    Individually yes, but I dont think its a scalable solution

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited April 29 #6

    Both automations and exporting/importing work. Automations is the quicker workaround. If this is not available on your plan then export all your deals including their ID's. Then add activity columns to your spreadsheet and reimport it. Be sure to map the Deal ID again so activities get added to the existing deals. Check out this article to help you with it. 

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  • Julia Schoonover
    Julia Schoonover Posts: 8
    edited April 29 #7

    I bulk add activities using import/export.

    Make sure when you export, you include the Pipedrive ID number.

    This video isn't exactly what you are asking for, but it should give you a good idea.

    https://www.youtube.com/watch?v=JUMCpefHE0A&t=1s