Is there a way to export all the activities/notes/emails of a deal?

Rob Bakker
Rob Bakker Posts: 12
edited July 28 in Sales CRM #1

We'd like to create complete dossiers per deal after completing one, saving it outside of PD.

  • All fields
  • What & when activities were done
  • What notes have been made
  • E-mail traffic
  • etc...

Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company (and thus our PD) should be able to view this dossier. 

Once every year we have to report these kind of things to a board. So it would be very handy if it could be exported by the touch of a button. 

I know this is possible with the activities, set up the filters and go. But I miss all the contact within mails and Notes (Pipechat).

 

Hope there is a solution to this!

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Rob Bakker 

    Unfortunately, there's no such button in Pipedrive. You can however, use our open API to extract anything you need. We're also working on giving non-users access to some Pipedrive data, that might help you down the road.

  • Rob Bakker
    Rob Bakker Posts: 12
    edited October 2020 #3

    Hi @Rob Bakker 

    Unfortunately, there's no such button in Pipedrive. You can however, use our open API to extract anything you need. We're also working on giving non-users access to some Pipedrive data, that might help you down the road.

    Is there an easy way to use the API or do  I need to code a piece of software for it? No experience whatsoever in coding 😅

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #4

    Hi @Rob Bakker 

    Unfortunately, there's no such button in Pipedrive. You can however, use our open API to extract anything you need. We're also working on giving non-users access to some Pipedrive data, that might help you down the road.

    @Rob Bakker you do need some technical skills to use it unfortunately. Perhaps there's someone in your company/environment who can assist?

  • Rob Bakker
    Rob Bakker Posts: 12
    edited March 2021 #5

    Hi @Rob Bakker 

    Unfortunately, there's no such button in Pipedrive. You can however, use our open API to extract anything you need. We're also working on giving non-users access to some Pipedrive data, that might help you down the road.

    Unfortunatly I'm the most technical guy in our small company  😜.

    When i have some spare time i'll give it a look. Just hoped you had some directions regarding a template of some sort to have a startingpoint for working with the API.

  • Rich Walker
    Rich Walker Posts: 2
    edited March 2021 #6

    If there was a way to get all the "hidden" sections unhidden at once, then we could just print to PDF and show that. Maybe that would be a simple solution?

     

    (By "hidden" I mean all the things which can be expanded, and aren't expanded by default)

  • Philipp Schmidt
    Philipp Schmidt Posts: 2
    edited November 2021 #7

    Any progress or update on this in the past year? We would also need to export all activities/emails/notes etc for certain deals in order to file them.

    Having someone code something sound like a headache for something as simple as an export of data. We already put the data in PD, we should have multiple ways to get it out of it if necessary.

  • Steven Webster
    Steven Webster Posts: 3
    edited November 2021 #8

    This would be a really really useful feature to extract the notes from a specific deal

  • Ben Lavender
    Ben Lavender Posts: 1
    edited February 25 #9

    @Mike van der Valk  Hi Mike, has this been considered any further? I use Pipedrive as my pipeline tool, once I have secured the deal, I no longer need to use Pipeline to interact with that client's activity. Being able to export all my notes etc in one PDF and then throw that on file somewhere would save me having to manually export it all somehow. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 4 #10

    @Mike van der Valk  Hi Mike, has this been considered any further? I use Pipedrive as my pipeline tool, once I have secured the deal, I no longer need to use Pipeline to interact with that client's activity. Being able to export all my notes etc in one PDF and then throw that on file somewhere would save me having to manually export it all somehow. 

    Hi @Ben Lavender unfortunately this has not been prioritised on our side yet :( I'm going to highlight it to our team again but can't make any promises. Right now the only option is to export them in individual files or work something out via the API of Pipedrive.