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Contacts Timeline
Contacts Timeline
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Is there a way to see Recent Contacts?

It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc. 

Contacts Timeline

It would be a great feature in the "Contacts" app under "Contacts Timeline" if you could see future activities as well. Currently you can only see activities up until Today and look back 1, 3, 6, or 12 months. I would also like to look ahead 3 to 6 months so I can see what future activities I have planned to see if there is a customer I need to schedule more upcoming activities for.

Please upvote!

Thanks, Ryan

Hey @Ryan Dus13 ,

You can check out Klenty for this purpose. It is an email automation tool that helps the sales team send personalized emails and automate follow-up at scale. It has seamless integration with Pipedrive with which you can create automated workflows to import contacts from Pipedrive to Klenty and start/stop campaigns for them automatically.

Using Klenty’s ‘Triggers & Actions' you will be able to create advanced workflows like creating a new lead or moving a deal to a new stage, etc in Pipedrive automatically based on the triggers in Klenty like email opens, clicks, replies etc. For... (More)

Hello @Ryan Dus9 

I think what you want to do is possible using zapier!

1- In the idea of ​​must make yourself a filter, in PIPEDRIVE, which brings out the contacts for which you want to create an activity

How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?

2- in zapier, you can create an activity for a person who is matching with your filter

How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?

To test, but it must work (Beware of the number of zap that it can bring out).

keep me up to date