Documentation
Everything you need to set up repeating activities in Pipedrive.
Install
- Find Recurring Activities by Senyi Labs in the Pipedrive Marketplace and click Install.
- Pipedrive shows what the app may access: read deals, contacts and users, and manage activities. Click Allow and install.
- Your company’s 14-day free trial starts.
Create a recurring activity
- Open a deal, person or organization and click the actions menu (…) at the top right.
- Choose Recurring activity, then + New recurring activity.
- Fill in the subject, type and who it’s assigned to.
- Under Repeat, choose how often, the start date and time (or All day), and when it ends.
- Check the Next dates in the preview and click Create.
The activity is linked to the deal, person or organization you started from. On a deal, the deal’s contact person and organization are linked too.
Repeat patterns
| You want | Choose |
|---|---|
| Every weekday | Every 1 week(s), tick Mon to Fri |
| Every other Thursday | Every 2 week(s), tick Thu |
| On the 15th every month | Every 1 month(s), start on a 15th, On day 15 |
| Last Friday of every month | Every 1 month(s), start on a last Friday, On the last Friday |
| Quarterly review | Every 3 month(s) |
| Ten weekly sessions | Every 1 week(s), Ends: After a number of times, 10 |
A schedule on the 29th, 30th or 31st falls on the last day of shorter months.
When activities appear
- Each activity is created in Pipedrive 7 days before it is due. A new schedule creates the first week’s activities right away.
- If today’s time has already passed when you create a schedule, today is skipped, so you don’t start with an overdue activity.
- The app runs every hour. If it ever misses runs, it catches up on the next one.
- Times use your Pipedrive timezone (shown under the preview), including summer time.
Manage schedules
- On a deal, person or organization: open Recurring activity to see the schedules for that record.
- All schedules in your company: Tools and apps → Marketplace apps → Recurring Activities → settings.
- Pause stops new activities; Resume continues. Delete removes the schedule. Activities already in Pipedrive are never removed.
- To change a pattern, delete the schedule and create a new one.
Trial and subscription
- The trial lasts 14 days for your whole Pipedrive company. The banner in the app shows the days left.
- Click $9 / month or $90 / year in the banner to subscribe. The checkout uses your Pipedrive email, which is how the app recognises your company.
- After paying, click I’ve subscribed; paused schedules continue at the next hourly run.
- If the trial ends without a subscription, schedules pause. Nothing in Pipedrive is removed, and missed dates aren’t created later.
- To cancel or change your subscription, sign in at app.link.com with the email you paid with (Stripe’s Link service handles the subscription), or use the link in your receipt.
Uninstall
Tools and apps → Marketplace apps → Recurring Activities → Uninstall. The app stops immediately and your sign-in is deleted. If nobody in your company has the app installed, your schedules are deleted after 30 days; reinstall before then to continue where you left off.
Help
Something not working? Use the contact form.