A lot of my job is making sure that they're getting the data in Pipedrive... If it's not in Pipedrive, it's like it didn't happen as far as I'm concerned.
I try to build a report, choose the filter for email type... and I don't see any emails there, because the email isn't logged as an activity automatically.
I can't report the activities & emails the way I need.
Our ultimate goal is to get the number of emails sent per day.
Incomplete activity data undermines Insights reporting and drives support volume
Real work goes uncredited because manual logging gets skipped
Can't trust the numbers they're managing against
Assumption
Challenge
Direction
If we give reps an easy way to turn a sent email into a logged activity, we expect more emails to get logged, because the current process takes too many manual steps.
More emails got logged, but this version still asked reps to review and manually confirm each one after sending. That extra step meant people tried it once and stopped.
If we skip that manual confirmation step and create the activity automatically the moment the email is sent, we expect reps to log more consistently.
This became the version we shipped.
If reps say in surveys that they want emails logged automatically, we expect their real behavior to match — not just what they say, but what they actually do when we give them a simple way to try it.
This is what convinced us to commit engineering time to building it, instead of just going on survey answers alone.
If we let reps control the setting themselves instead of turning it on for everyone, we expect both the extra clicks and the noise problem to go away, because reps can simply skip logging things like internal emails to colleagues.
Shipped as a user-level setting — off by default, opt-in rather than forced on.
If we let reps log emails they already sent in the past, not just new ones going forward, we expect their activity history to become complete faster, because this also helps reps who prefer to log everything at the end of the day, in one batch, instead of email by email.
Shipped across the Sent folder, People, Organizations, and Leads list views.
Action
Action
Questions we asked ourselves
Where might users misread what's happening?
What could make them trust the numbers too much, or not enough?
How do we explain "what counts" without overwhelming them?
User perspective
Forcing it on for everyone would feel intrusive and create noise.
Decision
What we did
Impact
Decision
Trade-offs
Fails
Bridge line
A second-tier, team-wide metric — not an isolated result of this project.
The automatic 'Add email as activity' is fantastic. I've been asking for this for years. Now that it's here, I absolutely love it. It's perfect.
It saves a lot of time and effort when we can make activities in bulk.
It helps a lot to organize activities across multiple contacts… don't remove this feature.
Bulk activity is SUCH a time saver! My whole sales team was so excited to get that option.
Scheduling each and every individual task would take way longer and add more clicks.
I have a portfolio of over 500 customers, it absolutely helps me set up my visits… I can set up my activities for the weeks so much more efficiently.
Don't remove it
Game changer update!
Yes, the bulk activity feature is great, it would take so much time to do these individually.
Plus this gives us a chance to reach out to more people and hit our KPIs all at the same time.
It allows the sales person to shorten their admin time.
We focus on a niche market… without the feature, I had to create a lead manually one by one… A lot of unnecessary steps.
I love it please don't remove never
Please do not remove it!
