Activities

[CLOSED] Looking for Beta testers for our new Recurring Activities feature
Hello everyone! We have started to gradually release the new Recurring Activities feature for our customers that are using Google Calendar sync. If you’d like to get this feature turned on already and be one of our early adopters please let us know. What are Recurring Activities? Recurring activities are activities that…
Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…
No notification/update sent to guest after adjusting meeting
We schedule meetings with clients however sometimes the meeting takes more time than originally was expected. We'd love to use the statistics to see how long everyone is doing a certain task/meeting etc. Therefore, after a meeting, we would like to adjust the time which was actually spent on a meeting in order to create a…
Color coding of Activities on calendar based on Activity Type
Please add color to Activity Type setup and then use this color to display activities on the calendar. This is a big problem for us in trying to make the PipeDrive calendar useful. In addition, the activity sync to external calendar needs to pass along this information. Outlook for example uses categories to color code…
Colors for activity types
It would be cool to be able to dedicate colors to the different types of activities, to get an even better overview i calendar view.
How to stop autmated opening of new activity window?
Dear PD Community, is there any possibility to stop the automated opening of a new activity window after finishing the last activity in the Deal? All new activities in our team will be created automatically in the future, so we don't need this feature. Thanks so much for your help. Kind regards Julian
Outlook 365 task list integration
It would be great if 'Tasks' scheduled in Pipedrive could automatically go the the task list in Outlook instead of the calendar.
Bulk Activities on Leads
In the future will be possible to add the same activity (example: "recall net week") to some selected leads with one "bulk" action? Thanks!
Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
Activity timeline 'manipulation'
It would be great if any post-dated activity entries could appear in the timeline on the date they occurred. For context, I'd been handed several accounts to manage BEFORE having been provided with my Pipedrive credentials, so I wanted to add in activities (calls, notes, emails etc) on the dates they occurred, hoping they…
Is it possible to bulk assign activities?
For example, if I add 1000 new leads to Pipedrive, I want to assign an email activity to all 1000 simultaneously, instead of at input or going into each individual profile. Or if I see 1000 leads that I haven't contacted in a long time, is it possible to assign an activity to them all at once, like an email, phone call,…
Bulk add activities to list of contacts.
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!
Activity Custom Fields
This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this.
Contextual time setting for activities
It's very irritating that I need to enter a start time for each new activity. For example- I have just sent an email from Pipedrive and I want to create an activity to follow up. By default, the best time to make a follow-up will be the same time I sent the email on some other day. Activities are basically 2 types- * A new…
Setting activities for multiple leads
Is there a way to add a single to multiple leads at the same time? I want to set a deadline to contact a number of leads. But I can't figure out how to set the deadline for multiple leads at the same time. I have to go into the leads' individual pages. Anybody?
Bulk Create Activites from Organization or People list view
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.
How invite coworker to meeting?
Hello, how can we add other people to task ? I need to invite coworker to meeting, and there is no option like this. Please let me know if you can help ;)
Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
No-shows
Olá! Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro…
'Remaining Activities Due Today' Filter option
The current option of filtering activities by 'Today' isn't as useful. We can't complete them in batches using the side-pane view because of interleaved done and due activities. Can we have an option to only list activities that are due today but are still not done? I guess similar setting will be required for 'tomorrow',…
É possivel associar uma atividade a mais de um negócio?
Aktivitäten automatisch schließen, wenn Deal verloren
Hallo liebe Community, der Titel sagt eigentlich schon alles. Ich möchte gerne alle offenen Aktivitäten in einem Deal automatisch schließen, wenn dieser besagte Deal auf "verloren" gesetzt wurde. Ist das möglich? VG Dennis
Bulk edit button on deal level
At the moment it's only possible to bulk edit activities on de activities page. Would be great if you are able to bulk delete activities on a deal page as well.
Remove default to assign task to self when creating activity
Is there a way to have an activity not be automatically assigned to me? When I create an activity it usually needs to be assigned to another team member, but the default is my name and working through so many activities I am accidentally not reassigning the task to others.
AIRCALL x GOOGLE CALENDAR - Sync
Hi, i use the unidirectional sync beetween pipedrive and google calendar. When i use also Aircall, i have all the calls in my different deals. (that's ok). But i don't want them synchronise into my google calendar. My co workers also have to call a lot in a day and i don't want to have in their calendar all the call they…
파이프드라이브 가이드: Zoom 연동하기
파이프드라이브는 Zoom / Google Meet과 같은 영상 미팅 솔루션을 연동해서 사용하실 수 있습니다. 영상 미팅 솔루션 연동을 통해 파이프드라이브에서 쉽게 영상미팅을 예약하고 인바이트를 보내 고객과 미팅을 진행할 수 있습니다. 참고사항: * 캘린더 연동과 같이 사용할 경우 더 강력하게 사용하실 수 있습니다. * Google Meet / MS Teams 도 동일한 방법으로 연동하실 수 있습니다. 연동 방법 * 활동 생성 팝업에서 '영상 통화' 를 클릭합니다. * 설치할 영상 통화 솔루션을 클릭합니다. (본 예시에서는 Zoom을 예시로 진행합니다) * 'Install…
The lead tab and function in activities needs a lot of work A lot
First I want to explain what I see from leads. I think it is a great idea to have separate leads from your active pipeline, we were waiting for months for the integration of caller in leads and finally, we have it and it works fine. However, the LEADS function is still far away from the Pipedrive standard. My leads…
Product Feature Request
Is there a way to set a group activity for a long list of clients? E.g much like sending a group email you can set a group activity rather than individually.

Activities

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