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Recurring activities

Sarah Meibom
Sarah Meibom Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Social Groups #1

Hi!

I am looking for a way to create recurring activities for a Contact. More concretely, I would like to set e.g. monthly reminders to follow-up with certain people I have been in contact with. Is there a way to do this on Pipedrive?

Thank you!

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  • David Nguyen
    David Nguyen Member Posts: 1 VERIFIED MEMBER
    edited October 2021 #2

    One way I do it, is that I first create an activity using a workflow with a given title (Monthly Call: xxxxx) -> this can be triggered by anything you like, in my case it's when a Deal reaches a certain stage.

    Then I created a second workflow that is triggered when an activity with a title beginning with 'Monthly Call' is marked as done and I create a new activity called 'Monthly Call: xxxxx' a month later.

    So, it's not quite every month, but it's always one month after the recurring activity has been marked as done.

  • Andreia Freixo
    Andreia Freixo Posts: 157 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited October 2021 #3

    Hi Sarah!

    We do not have an option for recurring activities, but you do have two possible workarounds:

    1. Connect your calendar sync and add a recurring activity on your calendar's provider side. This will sync with Pipedrive.
    2. Build an automation that creates a new activity when a specific type of activity is marked as done.

    If you need help doing any of these things, please do contact our lovely support team and they will assist you.

    Kind regards,
    Andreia

  • Vincent Jyrwa
    Vincent Jyrwa Pipedrive Team Posts: 220 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 5 Likes Name Dropper
    edited December 2021 #4

    Hi @Sarah Meibom 

    I know it's been a while since you posted here but we are currently researching this topic. My name is Vincent and I work in the product team at Pipedrive. We’d like to speak to you and understand your needs, use cases and the current pains you’re facing with recurring activities.

    If you'd like to help us with this research, please schedule a time on my calendar here.

    Preferably today (6th Dec) or tomorrow. If not, then any available time slot that works for you this week.

    The call would take around 30-45minutes of your time and will be done over a Zoom video call.

    Thank you and looking forward to speaking with you :)

    Regards,
    Vincent

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