Pipedrive has shipped five meaningful updates in April 2026 that address some of the most common workflow pain points for active users: bulk activity scheduling, automatic email logging, bulk change revert, task-based automation triggers, and deal participant shortcuts.
None of these were announced as headline features. Most users won't notice them without looking. This post covers what each one does, how to find it, and who it affects.
| Feature | What changed |
|---|---|
| Bulk activity scheduling | Schedule activities for multiple deals at once, spaced across days |
| Auto email logging | Outgoing emails logged as activities automatically |
| Bulk change revert | Undo bulk edits and field deletions without contacting support |
| Task triggers in automation | Trigger automations from task events in Pipedrive Projects |
| Deal participant shortcut | Add email recipients as deal participants in one click |
1. How to Bulk Create Activities in Pipedrive
You can now select multiple deals or contacts from any Pipedrive list view and create activities for all of them at once. A “Schedule Activities” button appears in the toolbar as soon as you select records — no workaround needed.
The feature that makes this practically useful is per-day spacing. Rather than assigning all activities to the same date, you set a daily limit — 5 or 10 per day — and Pipedrive distributes them automatically across your calendar.
Before this feature, bulk activity creation required exporting records to a spreadsheet, scheduling manually, or building an automation. All three added meaningful overhead for anyone running high-volume outreach.
Who it's for: Sales reps and managers running systematic follow-up across a large pipeline. Particularly useful after a pipeline review meeting where multiple deals need next activities assigned at once.
How to access it: Any list view (Deals, Contacts, etc.) → select records → click “Schedule Activities” in the top toolbar.
2. How to Automatically Log Emails as Activities in Pipedrive
Pipedrive now lets you automatically log every outgoing email as a completed activity. A toggle in the email compose window — once turned on — stays on permanently, recording each sent email with its subject line as the activity title.
The reporting impact is significant. Activity reports in Pipedrive track calls, meetings, and tasks — but emails sent through Pipedrive were not captured unless manually logged as a separate step. That gap meant email outreach was invisible in activity data.
With this toggle enabled, email volume appears alongside other activity types in your monthly reports, giving a complete picture of outreach without any extra steps.
Who it's for: Anyone using Pipedrive's activity reports to track their own output or their team's. Managers running performance reviews or forecasting based on activity data will notice the accuracy improvement immediately.
How to access it: Open any email compose window on a deal → look for the toggle at the bottom of the compose pane → turn it on. It persists across all future emails.
3. How to Undo Bulk Changes in Pipedrive
Pipedrive now lets you revert bulk changes — including custom field updates and bulk deletions — directly from within the app, without contacting support. The feature is under Tools and Apps → Restore Data and logs every bulk action with a timestamp and a one-click Restore option.
Before this, the situation was genuinely painful. If you bulk-updated a custom field across hundreds of deals and got it wrong, or accidentally deleted a field, there was no self-serve fix. You contacted Pipedrive support, explained what happened, and waited. For teams running large imports or periodic data clean-ups, this was a real operational risk — one bad bulk action could set you back hours.
What types of changes can be reverted:
- Bulk field updates (e.g. updating a custom field across multiple deals at once)
- Bulk deletions of fields or records
- Any change that appears in the Restore Data log
Step-by-step: how to revert a bulk change in Pipedrive
- Go to Settings in the top-right menu
- Click Tools and Apps
- Select Restore Data
- You'll see a timestamped log of all bulk changes made on the account
- Use the filter to narrow by change type if needed
- Find the action you want to undo and click Restore on the right-hand side
- Pipedrive returns the account to the state it was in before that change
Who it's for: Admins and anyone with bulk-edit permissions — particularly useful after imports, pipeline restructures, or field clean-ups where something went wrong. If you manage a Pipedrive account for a client, this is worth knowing before you need it.
Note: The Restore Data log covers bulk changes. Individual record edits (e.g. manually updating a single deal field) are not included — verify this against Pipedrive's documentation if you need to confirm the exact scope.
4. Task Triggers in Pipedrive Automation
Pipedrive automation now supports task events as triggers, alongside the existing options for deals, contacts, and activities. You can trigger an automation when a task is created, updated, or marked complete inside Pipedrive Projects.
This closes a meaningful gap for teams using Projects for post-sale delivery or structured internal workflows. Prior to this update, task events had no automation trigger — meaning project-based workflows either relied on manual steps or required a workaround through a third-party tool like Zapier.
Practical automations this enables: marking a task complete to move a project to the next phase; creating a task to notify a team member by email; completing all tasks in a phase to send an automated status update to the client.
Who it's for: Teams using Pipedrive Projects for delivery, onboarding, or any structured process that runs after a deal is won. Note: Pipedrive Projects is available on Professional plans and above — task triggers won't appear if Projects isn't enabled on your plan.
How to access it: Automations → Create automation → select “Task” under Event Triggers.
5. Auto-Add Email Recipients as Deal Participants in Pipedrive
When composing an email on a deal, adding someone in the To or CC field now shows a person icon next to their name. Clicking it adds them as a deal participant — connected to the deal on an ongoing basis — without leaving the compose window.
Deal participants allow multiple contacts to be associated with a single deal, which matters when more than one person from a client organisation is involved in a conversation. The previous workflow required opening the deal record separately to add participants manually — a step that was easy to skip and frequently did get skipped.
This update removes that friction entirely.
Who it's for: Anyone selling into organisations with multiple stakeholders, or managing accounts where several contacts are CC'd on deal-related emails.
How to access it: Email compose on any deal → add a recipient → click the person icon next to their name.
Frequently Asked Questions
Where can I find all recent Pipedrive updates?
Pipedrive publishes release notes at pipedrive.com/en/blog/release-notes. Updates are not always announced through in-app notifications, so checking the changelog directly is the most reliable way to stay current.
Can you undo a bulk change in Pipedrive?
Yes, as of April 2026. Go to Settings → Tools and Apps → Restore Data. The log shows all bulk changes with timestamps and a Restore button to revert each one.
Does Pipedrive automatically log emails as activities?
Not by default, but it can. There is a toggle in the email compose window that — once enabled — automatically logs every outgoing email as a completed activity. It needs to be turned on once per user.
Do Pipedrive task triggers require a specific plan?
Task triggers are tied to Pipedrive Projects, which is available on Professional plans and above. If you can't see the task trigger option in the automation builder, check whether Projects is enabled on your plan.
What are deal participants in Pipedrive?
Deal participants are contacts associated with a deal who are not the primary contact. They are useful when multiple people from a client organisation are involved in a deal — for example, a champion and a decision-maker. Adding participants ensures their communications and activities are linked to the deal record.
Summary
These five updates address real workflow gaps — bulk scheduling, email reporting accuracy, data recovery, project automation, and contact management. The bulk change revert and automatic email logging are the most impactful for teams actively managing pipelines and reporting.
For a walkthrough of each feature inside Pipedrive, see the full video.