Adding activities in bulk🤔

Adina Faiman
Adina Faiman Posts: 18
10 Comments Second Anniversary Name Dropper Photogenic
edited July 2022 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? 

Tagged:

Comments

  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited February 2022 #2

    You have several options 

    1. Zapier
    2. Mass Import CSV
  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,244
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited April 2022 #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: 18
    10 Comments Second Anniversary Name Dropper Photogenic
    edited March 2020 #4
    Boris Tsibelman said:

    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 Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited March 2020 #5
    Boris Tsibelman said:

    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: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited April 2022 #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. 

    Note: This action is only available to Admin Users.
    The Pipedrive System ID feature
    u00a0The Pipedrive System ID featureu00a0
    The Pipedrive System ID feature allows you to update your Pipedrive database i...
  • Julia Schoonover
    Julia Schoonover Posts: 7
    First Comment
    edited April 2022 #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

Categories