CRM

MMorse8
Member

Customize Activity

SOLVE

Hi, 

 

Can I add customized Activities to the companies profile page? I want to add activity other than just the standarded listed ones: Activity, Notes, Emails, Calls, Tasks, Meetings. 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize Activity

SOLVE

Hi @MMorse8,

 

As far as I know this is not possible, no. After requests from users, HubSpot recently introduced new activity options recently, see below:

 

karstenkoehler_0-1665634972951.png

 

For anything that does not fit these categories, I'd recommend logging a note.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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7 Replies 7
amansa
Member

Customize Activity

SOLVE
@MMorse8shadow fight 2 wrote:

Hi, 

 

Can I add customized Activities to the companies profile page? I want to add activity other than just the standarded listed ones: Activity, Notes, Emails, Calls, Tasks, Meetings. 


Yes, you can add customized activities to a company's profile page by using the platform's API or customization options, depending on the CRM or software you're using. Many CRMs allow you to define custom activity types through their settings or with custom fields. Check the documentation or settings of your CRM for more details on adding custom activities.

0 Upvotes
iladelph19
Contributor

Customize Activity

SOLVE

Wake up HubSpot!

codingcyclist
Member

Customize Activity

SOLVE
0 Upvotes
HKilavos
Participant

Customize Activity

SOLVE

Other types of activities fit outside of this. I host lunch & learns or have people stop by with gifts. We send Christmas cards. Sometimes it's nice to track something outside of a note. I want to know who I met at a lunch & learn or conference. I would also like customization with how this is tracked

SLienhardt
Member

Customize Activity

SOLVE

Is it possible now?

 

0 Upvotes
MMorse8
Member

Customize Activity

SOLVE

Thank you for this insight! Appreciate the response. 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize Activity

SOLVE

Hi @MMorse8,

 

As far as I know this is not possible, no. After requests from users, HubSpot recently introduced new activity options recently, see below:

 

karstenkoehler_0-1665634972951.png

 

For anything that does not fit these categories, I'd recommend logging a note.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.