Add activity
Pipedrive Add Activity is an advanced tool designed to seamlessly integrate with the Pipedrive CRM, enabling users to effortlessly add and manage new activities linked to deals, leads, organizations, or projects. This tool enhances productivity by providing detailed scheduling capabilities and real-time activity tracking.
Features
- Add new activities with specified subjects and types aligned to Pipedrive's ActivityTypes.
- Associate activities with deals, leads, organizations, or projects using respective IDs.
- Specify detailed scheduling including due dates, times (in UTC), and durations for precise activity management.
- Manage activity status with options to mark activities as 'done' or set time slots as 'busy' to prevent booking conflicts.
- Include participants and attendees through structured JSON arrays for collaborative activity tracking and calendar syncing.
Benefits
- Streamlines CRM workflow by automating activity creation within Pipedrive.
- Enhances team collaboration by associating multiple participants and attendees to activities.
- Improves scheduling accuracy with detailed date, time, duration, and location inputs.
- Prevents booking conflicts by marking activities as busy, optimizing time management.
- Provides clear, public descriptions for activities that sync with external calendars, improving communication.
Description
Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive
IMPORTANT: The arguments have specific formats. Please follow the instructions below:
- participants: Return JSON in this format: string[]
- attendees: Return JSON in this format: string[]
Parameters
17 parameters
| Name | Type | Description |
|---|---|---|
| subjectrequired | string | Subject of the activity |
| typerequired | string | Type of the activity. This is in correlation with the |
| ownerId | integer | ID of the user whom the activity will be assigned to. If omitted, the activity will be assigned to the authorized user. |
| dealId | string | ID of the deal this activity will be associated with |
| leadId | string | ID of the lead this activity will be associated with |
| orgId | integer | ID of the organization this activity will be associated with |
| projectId | string | ID of the project this activity will be associated with |
| dueDate | string | Due date of the activity. Format: |
| dueTime | string | Due time of the activity in UTC. Format: |
| duration | string | Duration of the activity. Format: |
| busy | boolean | Set the activity as 'Busy' or 'Free'. If the flag is set to true, your customers will not be able to book that time slot through any Scheduler links |
| done | boolean | Whether the activity is done or not. |
| location | object | The address of the activity. Pipedrive will automatically check if the location matches a geo-location on Google maps. |
| participants | string[] | List of multiple persons (participants) this activity will be associated with. If omitted, single participant from |
| attendees | string[] | Attendees of the activity. This can be either your existing Pipedrive contacts or an external email address. It requires a structure as follows: |
| publicDescription | string | Additional details about the activity that will be synced to your external calendar. Unlike the note added to the activity, the description will be publicly visible to any guests added to the activity. |
| note | string | Note of the activity (HTML format) |
