Activities

New: 🚀 Deal Scoring in Pipedrive (Beta)
Tired of using labels, formula fields, or third-party tools to prioritize your deals? We’ve built something better. 🎯 Scores is a powerful new feature that lets you define custom scoring rules to reflect how you evaluate opportunities — so your team can focus on what matters most. With Scores, you can: ✅ Prioritize deals…
Please Keep Us Informed About Future Issues
In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
automatic popups challenge
Hi, In our Pipedrive account, an activity creation popup always appears when we mark a deal as Won, even though: we have no active automation for this, and the “Show activity pop-up when deal is marked as won” setting is not visible in personal or interface preferences. The user has admin rights. We’ve also tested in…
Assign tasks to people outside of the company
I would like to use the projects part of the CRM but need to assign tasks to people outside of the company, like agencies and suppliers. They would not need a licence as will not be accessing the tasks themselves. It is for me to see who should be doing which part of the project and filter by that for the meetings with…
Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
Logging customer events (not rep activities)
Is there a recommended way to log events against a person, organization, or deal/lead? For example, I would like to log an event against a person when they register for a webinar. My ideal is that this would show up in the feed like an activity, but it would be automated with structured data.
Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
Templates now available in Sequences Beta
Hi community! Our Sequences beta just got even better - we've added Templates! Sequences help you structure, automate, and personalize your deal follow-ups, ensuring no important touchpoints are missed. From templates, you can quickly create consistent and professional playbook, saving time and boosting your productivity.…
Additional Activity icons
Additional activity icons and/or the ability to upload custom icons may be nice. The activities feature plays a key role in making pipedrive a more useful 'system of action' for prospecting and internal transfer of duties for shepherding deals through the sales process.
Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
Pipedrive Calendar: invisible recurring appointment?
Hello There, I have an issue where my Pipedrive calendar, shows that I have a recurring schedule in the middle of the day. My pipedrive calendar is synced with my outlook calendar but my outlook calendar does not have this recurring apointment set up at all. But because of that recurring appointment, clients are unable to…
Bulk register activities for multiple buyers
Hi everyone, I’d like to bulk register outreach activities for multiple buyers (Leads/Deals). Does anyone know how to do this?
Only activity owner can mark activity as complete
I would like to be able to block an activity from being completed only by the person responsible for it, can you please create this option?
Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
Support @mentions and comments in notes on Activities
Our team uses activities heavily and we always update the notes section before marking the activity as done. This notes section, unfortunately does not support @mentions, which we would really like to see as well as the ability to comment on the note / activity.
Due date for activities spanning several days
When using a timerange in activities, it'd be great if the due date pulls from the end date, not the start date: Currently, due date is pulled from the start date, which is confusing when there's an end date. End date is the actual or more natural due date for activities spanning several days. Example: We're pulling some…
unable to update attendees list after creation of activity (field "attendees" is grayed out)
When I create an activity (e.g. a meeting) I am able to fill in details, add / link attendees a.s.o., then save the activity - everything fine. When I reopen the activity to add a new attendee the respective field is grayed out. What might the reason be? Cheers Oliver
Create meeting link for second email account
I would like to know if it is possible to create a second Meeting link (via Meeting Scheduler) with my second email account (Not default email). So far when i create a new meeting link, it is only offering me to book a call with my main default email account.
Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
Stop Auto Activity Follow up
When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin Go to Pipedrive Settings Click on your profile picture (top right). Select Company Settings (or Personal Preferences if you're…
Yet another request for Cmd/Ctrl+Enter
Please either make Ctrl+Enter a universal way to save your note, send your e-mail, save your activity, etc—Or add a toggle to enable this in the settings. Pipedrive is amazing. It has already saved me so much time and effort with organizing contacts. This simple implementation would really take it to the next level, and…
Using Pipedrive for scheduling meeting reminders
I operate Pipedrive as a language school Our business is operating by lessons (online appointments) Right now we use Cronhooks for scheduling but im thinking to move over to Pipedrive.. I can see in Pipedrive's custom fields there is either date or time.. what if i have 12 types of appointments and i want each one to run…
Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
Deals Shouldn’t Rot When a Follow-Up Is Scheduled
Hey everyone, I’ve noticed that deals still enter the “rotting” status even when there’s an activity scheduled — for example, if I give a client a week to think and set a follow-up accordingly, the deal still gets marked as rotten. This doesn’t reflect the true status, since I am actively managing it. I think deals with…
Two Essential Pipedrive Automations to Boost Your Sales Workflow
We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
Filtering 'Done' Activities by Activity Type inside a deal or org
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
Filter Activity by type in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.

Activities

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