How to Change Pipedrive Meeting Titles

Alex Adams
Alex Adams Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

Hi there! I have noticed Pipedrive Scheduler Meetings always start with "Clients name/Company name - meeting name." Is there a way to change/customize this so that the client's name is not shown in the title?

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  • Lucas MAGNE
    Lucas MAGNE Member Posts: 158 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    edited July 2022 #2

    Hi Allex,

    Yes it's possible to modify it thanks an automation / worflows by Pipedrive.
    You can trigger your activities by a certain condition like the activity type or something like this and then change the title of this activity in the actions.
    See an example below : 
     

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