Custom activities
Create custom activity types for coffee chats, trade shows, referrals, and other touchpoints, and track them in your CRM relationship history.
Custom activities for tracking interactions with precision
Not every touchpoint happens in an email or a calendar event.
What's new:
You can now create custom activity types to track the interactions that matter in your relationships.
CRMs often capture scheduled meetings and emails well, but many meaningful touchpoints happen outside those channels. With custom activities, you can log those interactions directly in your records.
Key improvements include:
Examples:
- Lunch meeting
- Coffee chat
- Trade show booth visit
- WhatsApp or SMS exchange
- In person office visit
- Intro from mutual connection
- Partner referral
- Customer sent internal feedback
- Procurement started
- Security review started
These activities become part of the same touchpoint history as your calls and meetings and will be visualized in the record page.
Why this matters
Relationships are built through many small interactions. When those moments are not captured, the record loses important context.
By tracking every relevant touchpoint, your records show the full picture of the relationship. You can understand momentum, see how active the account has been, and quickly identify gaps in engagement.
This context also strengthens the data your agents rely on. The richer the activity history, the better they can understand the relationship and act with the right timing.
The result is a CRM that reflects how relationships actually develop, not just the meetings that were scheduled.