Activities

Duplicate activities (ideally with a shift / option + drag n drop)
I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).
Improving Calendar Sync & Activities
There really needs to be a way to exclude/hide internal meetings from the activities/calendar sync. Also to merge activities that multiple users are attending. For example, if a member of our Customer Success team & a member of our Sales team join the same meeting, it currently creates two different activities; I would…
Merged: Problem with Outlook Calendar Sychronization from Pipedrive
This discussion has been merged.
Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
Activity Priority
I love the way Pipedrive organises Activities and how it visualises current, overdue and future tasks. However I get asked a lot by clients if theres a way to set an urgency level...to me there isnt really the best workaround for this unless you type urgent somewhere in the activity. Is it possible to use the same red,…
Possible to link an activity to a Deal AND a Project
It seems that I can link either a Lead, Deal or Project to my activity. While I of course want my activity to be linked to the project, I still want my acitivty overview to show the Deal that my project - and therfore my activity - was created from.
Workflow automation - Creating activity
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
Side menu view
One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
[Closed] Activities research on customization & prioritization: Looking to speak with customers
EDIT: Thank you for a great response in such a short period of time. We will close the research for now as we've gotten a good number of research interviews booked, but feel free to leave a comment on this post if these two topics resonate with you. Hello Pipedrive community members! 👋 We have an exciting opportunity for…
Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
Notes should be counted as an Activity
Not sure if I am missing this but it doesn't seem like I can do any workflow automation based off of a Note being created in Pipedrive for a person. It should be counted as an Activity like anything else and then can be used in filtering and also workflow automation. The use case for example if I send a note to someone on…
Private Activities + Calendar-sync 🗓
What? Users can now control the visibility of private events synced into Pipedrive from their external Google or Microsoft calendars. Additionally, there is a new setting in the calendar-sync settings page with options for visibility as sync as private , sync as public or don't sync When? General availability for all…
Last Activity Date - For Notes Entered
I noticed that the updating notes on a contact/deal is not considered as an activity and thus the last activity date is not updated. I think, like a call, email action through Pipedrive is considered as an activity, the manually updated notes should also be an activity on a contact/deal. What does the rest of the community…
Number of calls done at each pipeline stage?
How can I have a report that shows me the number of calls done during the past 7 days and it gives the result split on a per pipeline stage? Is this possible in Insights? Sorry, I have not been able to figure it out.
Custom Fields on Activities
Would be great to have the ability to add custom fields to activities.
Can I get just one person on the Professional package when everyone else is on the Advance package?
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…
Getting started with Pipedrive [VIDEO]
Hi everyone, I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start: 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)…
Recurring Order Cycle Data
Hi Everyone, I am working in sales for several food & beverage companies. All of them use or already used Pipedrive now. I was wondering, in order to keep sales people for the majority of time in pipedrive without switching back and forth with other tools or accounting software, if there is a way to show the avg amount of…
Anyone else having issues with Activities
I'm finding that Activities are not loading in deal pages, and any pending (not completed) activities aren't showing up at all, even newly created ones. This is also happening to others in my business and it's super frustrating. I've logged out and back in, refreshed it multiple times, but still unable to see active…
Is it possible to create recurring activities?
Is it possible to create recurring activities?
Is there a way to automatically associate activities with the contact's organization?
Anytime a new activity is created from Calendar Sync it links the contact but not the Organization or Deal. Is there a way to automate this so that it completes those fields automatically? My ideal automation would be: Trigger: Activity is created or updated AND Contact is not Empty Linked Organization is Empty AND/OR…
Is scheduling a reoccurring activity possible?
I've read upon scheduling repeat activities, but there doesn't seem to be a simple button to make an activity reoccurring. Has this been suggested to the developers?
Auto fill fields from an activity date and time
To help with streamlining processes I want to see Pipedrive implement an autofill feature. When an activity is created whether manually or from an automation. I want it to be able to fill out specific fields i.e. date and time. pulling the data from the activity. Then we can send out auto generated email such as…
Activity Visibility Problems
We have notes and pictures that we enter into most of the activities we create, and it seems like a lot of our pictures are to large to be hidden in the notes. They're too small to use the "minimize" arrows in the top, meaning they can't be hidden, but large enough that they take up a lot of space in lead history. Is there…
Bulk add activities to deals in list view
Hi ! To bulk add activities to deals I currently have to export an excel and then re-import. The alternative would be creating an automation with a data field. Both of these seem like work arounds and can be time consuming. It would be great if when filtering deals using the list view, I could add an activity similar to…
Is there a way to time an activity?
Hello all, I'm having trouble to time new activities. I would like to schedule an event and 35 days prior to the event create an activity for myself. At the moment i'm manually planning all the activities. But I would like to fill in the event date and get an automated activity 35 days prior to send an e-mail. Any ideas on…
Auto-sort Activities in Pipedrive Projects
Hi everyone, It would be great if we could auto-sort activities in Projects, as at the moment we are able only to drag and drop them individually. Or at least if there is a way to set up the Projects visibility for each user in the company, so all of us could at least be able to observe the same order of the activities…
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
How do you create one singular Report that shows number of emails sent & Activities actioned
Hi all, I am looking for a way to create one Report that shows the number of emails sent & Activities actioned over a specific period of time on all deals in my Pipeline. EG: All Activities (calls, notes, meets) AND emails sent (via Gmail integration) during the month of April. Thanks! Alex

Activities

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