Activities

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!
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
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?
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…
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…
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…
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
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.
Add 3-4 deals/leads to one activity
HI I would like to add 3-4 deals/leads to one activity. I aske Ai and received the answer that it´s possible, but I can´t make it, not my colleagues either. It is in this stage I would like to add a couple of deals. Thank you in advance.
Add Activity Name to the Leads List View
Hello, can we please include the ""Name of the Activity"" (Ie Customised activity name, whether its a meeting, follow up call, calendar meeting etc) into the ""Leads List View"" please? If we have this, it will allow us to determine which ""Activity Types"" Require a particular action when Bulk emailing from the Leads list…
Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
Create activity from email
It would be very helpful to be able to create an acitivity from an email that is tagged or associated with a contact. This would allow the information in the email to automatically be included with the Activity.
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…
Feature Request - Assign point values to activities
It would be great if there was a table of activities and their associated points. In EdTech B2B sales (and probably other areas) not all activities are created equal. Visiting a pricing webpage or attending a webinar is more important than commenting or linking a company post. The activity graphs will visually be skewed…
What is the best UX/UI way to log all mobile phone call activity?
I have a small outside sales team. They are all iPhone users. We recently launched Pipedrive to 3 of the 8 members. I expected that Pipedrive would prompt us to log an activity for both in and outbound calls. I see now that w/ iPhone Pipedrive doesn't do so for inbound calls and the outbound must be started from the…
Task or Activity the day after
Hello, In my line of work, I sometimes need to go by the landowner's house. On occasion, they aren't home so I will just put a note into Pipedrive saying that I went by their house. What is the best way of handling that if I'm entering the note the day after I went by their home? When I enter a task from yesterday, it…
How do I restore a single deleted task?
How do I restore a single deleted task? Frances
Automatically Log Teams Calls In Pipedrive
Hi Product team Is it possible to add this feature in the roadmap ? Automatically Log Teams Calls In Pipedrive Vince
Assistance regarding the visibility of my activities
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
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…
Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
[IDEA] Filtro de actividades dentro de las Organizaciones
Lanzo idea que nos resultaría útil a la hora de trabajar. Últimamente generamos mucho historial de actividades, que se nos acoplan con el registro de campañas enviadas, aperturas, clics, etc, dentro de las organizaciones, y nos gustaría que en el Histórico se pudiera filtrar por "Tipo" de actividad para poder consultar el…
Time Tracker That Imports Pipedrive Products?
Hi everybody, We are successfully using PD as an order management system (connected with MRPeasy for inventory) with the only exception being time tracking. Unlike many businesses that want to time tasks in a project, we want to track time spent producing a product. Hence, we are looking for an integrated app (either…
Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!

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