How Can I Auto Create An Activity In Pipedrive: 1-Min Guide

How Can I Auto Create An Activity In Pipedrive

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Here is how you utilize the powerful automations feature in Pipedrive to automatically create and schedule activities:

Go to the three dotted icon for More on the left sidebar menu.
Select Automations from the top.
To create a new automation click on the + Automation button.
This will bring you to the automation flow page. To begin, we set the trigger by to be by all users.
Click on the Trigger button and select "...any user".
Now to set our trigger, we will be using a deal creation to be the trigger to create an activity. For this, we select the Deal as trigger.
Select Deal created, since we want the activity to be created with a new deal.
Click on Apply trigger from the bottom right.
Once we have selected a tigger, we need to set the condition for when.
You can set your own conditions but in this example we do a simple check to validate if the deal contains an email and Apply condition.
Now that we have a trigger and a condition, click on the (+) icon to add an action.
Select Action from the list of options.
Since we wish to create an activity, select Activity.
Select Create activity.
Click Next.
Select the fields you wish to add to the new activity and click on Next.
Since this activity is being created on the basis of a deal being created. You can access the fields of the deal to populate the activity. Use the button on the side to make your selection.
Select Deal.
We set the type as Email for our activity.
Choose when to schedule the activity.
Set other fields as well using your own fields or the fields from the initial deal that was created.
Such as the contact person for the deal shown in the demo.
When done, click on Apply action.
Now that your automation is ready, click on Save from the top right.
Go back to the automation menu and verify your automation is set to Active. If not, simply click and enable.
Now, if you create a deal new with a valid email. A new activity will automatically be created to email the person associated with the deal.
This will be visible in the Activities tab.