Use "Bulk Edit" to Create Activities Against Organisations or Contacts

Options
Wellington Green Acres
Wellington Green Acres Member Posts: 5
First Anniversary Photogenic

I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items.  Can this be done?  Are there any plans to enable this?

1
1 votes

· Last Updated -

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
    5 Likes First Anniversary First Answer 5 Up Votes
    edited June 2022 #2
    Options

    You can do this using a custom field at the contact/organization level. Set up an automation to watch for this field, and then create activities when this field is changed to a certain value.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

  • Michael Roedeske
    Michael Roedeske Member Posts: 26
    Combo Breaker First Comment Photogenic First Anniversary
    edited June 2022 #3
    Options

    You can do this using a custom field at the contact/organization level. Set up an automation to watch for this field, and then create activities when this field is changed to a certain value.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Amit, you made my day with that workaround! thanks.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
    5 Likes First Anniversary First Answer 5 Up Votes
    edited March 2022 #4
    Options

    You can do this using a custom field at the contact/organization level. Set up an automation to watch for this field, and then create activities when this field is changed to a certain value.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Happy to help! :)

  • Andrew Logan
    Andrew Logan Member Posts: 2
    edited March 2022 #5
    Options

    Also, might not be exactly pertinent to your question but adjacent, you can bulk edit Activities after you create them to add things like Organization (or even Deal! which is a great way to connect multiple People to a Deal)

    So if you have 100 Activities and you want to connect them all to an Organization its only one Bulk Edit away

  • Mark Jackman
    Mark Jackman Member Posts: 3
    edited March 2022 #6
    Options

    Hi Wellington,

    I just spoke about the with Pipedrive this week. I am managing everything through Contacts section and Activities. The best way for me to bulk Create activities is on the Activity creation tab, down towards bottom where people are assigned, you can add multiple People to that one creation activity. 

    I'd bet a bulk edit option is in the Pipedrive development pipeline.

  • Wellington Green Acres
    Wellington Green Acres Member Posts: 5
    First Anniversary Photogenic
    edited March 2022 #7
    Options

    You can do this using a custom field at the contact/organization level. Set up an automation to watch for this field, and then create activities when this field is changed to a certain value.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Thanks Amit - will get our administrator to give it a go.

  • Wellington Green Acres
    Wellington Green Acres Member Posts: 5
    First Anniversary Photogenic
    edited June 2022 #8
    Options

    You can do this using a custom field at the contact/organization level. Set up an automation to watch for this field, and then create activities when this field is changed to a certain value.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Many thanks Amit - thats great thinking

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
    5 Likes First Anniversary First Answer 5 Up Votes
    edited June 2022 #9
    Options

    You can do this using a custom field at the contact/organization level. Set up an automation to watch for this field, and then create activities when this field is changed to a certain value.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Happy to help! :)

  • Amit Sarda (AmitSarda.xyz)
    Options

    Wrote about a workaround in a short article.

  • Jami Erickson
    Jami Erickson Member Posts: 8
    First Anniversary Name Dropper First Comment
    Options

    @sardamit we need to pay for this article?!?!? We already pay for Pipedrive

  • Amit Sarda (AmitSarda.xyz)
    Options

    @Jami Erickson Sorry. You paying for Pipedrive has got nothing to do with me providing a solution that would save a lot of time for anybody looking to save time.

  • Jami Erickson
    Jami Erickson Member Posts: 8
    First Anniversary Name Dropper First Comment
    Options

    oh I see, thank you for explaining :)

  • Jami Erickson
    Jami Erickson Member Posts: 8
    First Anniversary Name Dropper First Comment
    Options

    Okay, I've followed the instructions yet there still is no activity assigned to the 88 deals I bulk edited. I'm thinking I'll just have to go into each one separately :(

  • Amit Sarda (AmitSarda.xyz)
    Options

    Hi @Jami Erickson,

    Please send me screenshots of your automation setup at hello@amitsarda.xyz.

    You could also send me a loom recording walking me through the setup and I can help find the issue.

    Best,

    Amit