Workflow Automation - Activity

Geoffrey_18787

Dear Pipedrivers,

Here my issue :

I want to implement a workflow automation regarding the success of an activity :

• Can be a successul call
• A client is interested after a meeting
• etc

My problem is that we can't create any custom field linked to the activity. 

What I would like to do is from my point of view is very useful and meaningful. 

By creating a new field (dropdown list) regarding the result of an activity and linked to it, we could automatically drag a deal into the next stage instead of dragging it manually.

I know we can do it in a way with Notes but this is not convenient from my side

What do you think of it ? 

Is there a way to do it ? 

 

Many thanks.

 

Geoffrey.

 

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Unfortunately, we cant create custom fields under Activities.

A workaround is to create custom fields under Deals and trigger automation based on the value of this field.

Vladimir Dubakin

Hey hey, Geoffrey and Amit!

It is possible to trigger automation to change a deal stage based on what activity note contains:

https://sharing.pipedrive.com/JKYfoj

You can also create some special type of activities to be able to further configure the automation.

 

And feel free to reach out to support via in-app chat or [email protected]

kind regards,

Vladimir

Geoffrey_18787

Hello Vladimir,

 

Thank you very much for your answers. I already tried but was not convenient at all.

The best would be to have a special field/ custom field into the Activity.

 

Best Regards,

 

Geoffrey

Inês Batata

Geoffrey said:

Hello Vladimir,

 

Thank you very much for your answers. I already tried but was not convenient at all.

The best would be to have a special field/ custom field into the Activity.

 

Best Regards,

 

Geoffrey

Thank you for your feedback @Geoffrey ! Currently there are no direct plans for it but the team noted down your suggestion for when they'll work on updates again. 

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