-
Visibility of activities not working as expected
I have set visibility for Leads / Deals as well as Organisations and Contacts to whole organisations. However, (planned) activities are not visible to everybody. Can you please fix this?
-
Option to hide description from synced calendar with pipedrive
The issue: Sometimes we have sensitive data in our descriptions in calendars. After we sync it with pipedrive, everyone can see it. The solution: The idea is to have an option to hide it. We could have then only our Title of the activity copied into Pipedrive so that also other users could access it.
-
Triggering an activity from a date field
Hi All, Hoping someone may be able to help me with this. Is there a way to trigger an activity by a date field? e.g I have a date field for contract expiry under an organisation, and I would like to automatically create an activity to contact the client primary contact 3 months before that date. We use to able to do this…
-
Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
-
Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
-
How would I track event invitations and attendance in Pipedrive?
One of our main marketing activities is conference talks. How would I track invitations to such talks and respective attendance in Pipedrive? I would like to see a list of all people invited to a particular talk (title and time), as well as all people who attended a particular talk. And if we give the same talk (title)…
-
Do users get notified when an activity is assigned to them?
In PD do users get notified when an activity is assigned to them?
-
Streamline adding new contacts after meetings
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
-
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!
-
Work around with automatisations for the problem of due dates in project activities?
We do have a strong issue with projects-date-dependency: if you are using a project-template, it always has a starting date. Once you are not 100% sure about the starting date (as it is always a bit dependend on the client), or when some steps get dalyed, you do have a problem with all the activities pre-defined in the…
-
Selecting Activities as Private
When creating activities would like to be able to select whether they are Private or Public. Please can you add this to your product maintenance.
-
Hourly sales activity report missing
Currently I am doing this in excel and downloading data every day. It is showing me when a sales rep has added or updated an activity. This way I can see if they are active or not, hourly. It would be great to have this insight in pipedrive done automatically. It is a report showing Activities activity split by hour…
-
Event in Zapier: Updated Activity? doesn't exist
We have successfully used the "New Activity" event to notify team members when they are assigned to an activity (using Slack DM notification through Zapier). Our goal is now to notify users when an activity is updated...ideally because that activity has now be assigned to them specifically. There are a number of instant…
-
Automation Required? Last Activity Date not Updating After Emailing a Lead
I am emailing leads from the application and the "Last Activity Date" is not updating when the email is sent. Does this require automation? If so, How do I automate this? Its confusing.
-
Automation for Stale Contacts?
I have certain contacts that I want to follow up with that will not have deals associated. I'd like to be able to automate the creation of an activity so that I am periodically tasked with following up with contacts. Can this automation be created? If a specific example helps - I'm going to have contacts that have a Label…
-
Projects due dates linked to last activities completion, not from the start of the project
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
-
Adding Activities For Multiple Contacts at Once
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
-
Project activities' dates
Hello, We have noticed that when you set a project start date, and you add activities to it, the dates of those activities don't change when you modify the project date. We would also like to be able to postpone all the activities at once when we change a date on a prior activity. Thank you !
-
Deals, Activities & Future Calendar Meetings?
Hi all, I've got a question on how best to track next steps in Pipedrive. TL:DR: if I've got a future meeting already on my google calendar with a contact linked to a deal, how can that be noted/linked? Detail: I've got a deal. The deal has one contact. The email for the contact is properly defined. I've got a meeting in…
-
Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
-
Immediate notification when an Activity is assigned
Hi all, Is there a way to get immediate email notification for each time a new activity is assigned? I can get the Email summaries once a day, but I want an email for each activity assigned to me and I'd like it to arrive right away instead of waiting for the scheduled daily scheduled email time. Is this possible? Thank you
-
Using Zapier to send Slack DMs to Activity Owner?
I’ve tried Zapier to send a Slack DM to an Activity Owner. The To: box wants me to select either a specific Slack user OR a field from Pipedrive. I would love to choose Pipedrive:“Activity Owner Name” and have that match to the Slack user associated with that owner name. Does any one know if that is possible?
-
Sequence Automation for Sales Flow
Hi All, I have just set up the Sales Pipeline for my sales team, and they are really getting the hang of it. Therefore, I've decided to introduce them to automations to create sequences. The way I've done it is by adding an "Enroll in Sequence" field, where they can create a new option in the data fields and then trigger…
-
Customize Timeline for next activity on leads activity
That you would be able to customize these automatic follow up options to whatever your time preference works best for you to reach out to leads - like as an example next month, next quarter or in 6 months.... Please see attached screenshot.
-
Activities created via automation show up on my calendar but not on the Contacts Page
My Automation creates a activity to "call the prospect in 1 day" I ran the automation today and the call showed on my calendar however not on the Contact page. I was hoping to go to the Lead contact page and see the email that was sent and the activity for tomorrow. Is this an error or does the automation not populate…
-
Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
-
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?
-
Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
-
Call logging - Desktop
I was wondering if anyone could help. We use Microsoft teams as our VOIP and can make calls direct from Pipedrive as all set up as the default phone call handler for VOIP. However, when you make a call on the desktop it doesn't give any options to log the call. I've seen this is possible on the mobile app but can't see it…
-
Full Month Calendar View in Activities
Really need this feature.