Bulk add activities to list of contacts.

Options
Lucas Coleman
Lucas Coleman Member Posts: 4
edited July 2022 in Sales CRM #1

I just started using Pipedrive in my new BDE role.  After experimenting with the bulk email sends, I want to make sure all of these same contacts are then entering into a new activity once that first email has sent out.  Is there a way to bulk add activities to groups of contacts?  Thanks!

Tagged:

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2022 #2
    Options

    @Lucas Coleman 

    1. Create an automation rule for the 'deal/contact updated' trigger.
    2. Add a condition for a custom field to have been updated.
    3. Create an activity.
    4. Then, update the custom field for all the contacts you want this to happen.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

  • Daniel Picon
    Daniel Picon Posts: 27 PIPEDRIVE TEAM
    First Comment 5 Likes Name Dropper Pipedrive Team
    edited July 2022 #3
    Options

    I was wondering if there are situations where you just want to create activities in bulk for contacts? As opposed to it being part of a sequence of actions like you described: email sent > create activity (which can be addressed via workflow automations)

     

  • Lucas Coleman
    Lucas Coleman Member Posts: 4
    edited July 2022 #4
    Options
    Daniel Picon said:

    I was wondering if there are situations where you just want to create activities in bulk for contacts? As opposed to it being part of a sequence of actions like you described: email sent > create activity (which can be addressed via workflow automations)

     

    Yes that method would work as well.  

  • Lucas Coleman
    Lucas Coleman Member Posts: 4
    edited July 2022 #5
    Options
    Amit Sarda said:

    @Lucas Coleman 

    1. Create an automation rule for the 'deal/contact updated' trigger.
    2. Add a condition for a custom field to have been updated.
    3. Create an activity.
    4. Then, update the custom field for all the contacts you want this to happen.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

    Amit, this method is not allowing the activities to show up under the appropriate contact.  It is only creating the activity, but not assigning it to anyone.  How do I change that?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2022 #6
    Options
    Amit Sarda said:

    @Lucas Coleman 

    1. Create an automation rule for the 'deal/contact updated' trigger.
    2. Add a condition for a custom field to have been updated.
    3. Create an activity.
    4. Then, update the custom field for all the contacts you want this to happen.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

    You need to link the activity to the right deal, contact, org.

  • Adam Turl
    Adam Turl Member Posts: 4
    First Comment
    edited July 2022 #7
    Options

    Hi Lucas

    I may be able to help. When you say 'bulk email sends', which bit of functionality are you referring to there? Are you:

    • Using the Campaigns features?
    • Using the Sales Inbox feature to send 1 email to multiple recipients?
    • Doing something else..?

    Thanks
    Adam

  • Lucas Coleman
    Lucas Coleman Member Posts: 4
    edited July 2022 #8
    Options
    Adam Turl said:

    Hi Lucas

    I may be able to help. When you say 'bulk email sends', which bit of functionality are you referring to there? Are you:

    • Using the Campaigns features?
    • Using the Sales Inbox feature to send 1 email to multiple recipients?
    • Doing something else..?

    Thanks
    Adam

    Hey Adam, I'm currently using the bulk send feature by filtering my contacts to make sure I'm sending the correct email out.  We do not utilize the campaign feature but will be looking into that soon.

    If there's anything you can suggest that has helped you out, please let me know!

Categories