Skip to main content
The Activity tab on a contact record is a chronological timeline that consolidates every interaction, system event, and data change for that contact in a single, scrollable feed. It gives any team member instant context on where a contact is in their journey — no need to piece together information across multiple tools.

​
Accessing the activity timeline

1

Open a contact record

Navigate to Contacts > Smart Lists and click the contact’s name.
2

Open the Activity tab

In the right-side information panel, click the Activity tab. The timeline loads in reverse chronological order — the most recent event appears at the top.

​
Event types in the activity timeline

The activity feed captures a wide range of events automatically. Each event card shows the event type, a description, and a timestamp.
  • SMS sent / received — every text message exchanged with the contact, with a link to open the full conversation
  • Email sent / received — all email exchanges, including opens, clicks, and bounces
  • Call made / received — inbound and outbound calls with duration and recording links (if call recording is enabled)
  • Voicemail — voicemails left by or for the contact
  • Facebook / Instagram / WhatsApp messages — messages across connected social and messaging channels
  • Form submission — records when the contact submits a form, including which form was submitted
  • Survey completion — records completed survey responses
  • Page visit — website pages the contact visited (requires tracking pixel or chat widget to be installed)
  • Chat initiated — live chat sessions started by the contact
  • Appointment booked — the calendar, date, time, and status of each booking
  • Appointment confirmed / cancelled / rescheduled — subsequent status changes to appointments
  • Appointment reminder sent — automated reminder delivery confirmation
  • Opportunity created — when an opportunity is added and linked to the contact
  • Pipeline stage changed — every time the opportunity moves through a pipeline stage
  • Opportunity won / lost — the final outcome of a linked opportunity
  • Invoice sent / paid — delivery and payment confirmation for invoices
  • Manual charge processed — one-off charges applied from the contact record
  • Subscription created / cancelled — subscription lifecycle events
  • Payment failed — records of failed charge attempts with the reason
  • Workflow enrolled — when the contact enters an automation
  • Workflow action completed — logs of specific actions executed within a workflow
  • Workflow exited — when the contact completes or is removed from a workflow
  • Tag added / removed — tag changes applied manually or by automation
  • Field updated — records changes to contact fields, including what the old and new values were
  • Owner changed — when the assigned owner is updated
  • Contact created — the original creation event with the source (form, import, manual, API, etc.)
  • Contact merged — records when two contacts were merged into this record

​
Filtering the activity feed

By default the full activity history is shown. Use the filter control at the top of the Activity tab to narrow the timeline:
  • Filter by event type — show only emails, calls, form submissions, etc.
  • Filter by date range — focus on a specific period
  • Filter by user — see only events triggered by a specific team member

​
Contact attribution

The Activity tab also shows attribution data that explains where the contact originally came from and what their most recent interaction source was.
  • First interaction — the original traffic source captured when the contact was first created; this value is permanent and does not update
  • Latest interaction — updates each time the contact interacts with your business through a trackable channel
Click either attribution card to expand the full UTM and session detail:
AttributeDescription
SourceWhere the traffic came from (e.g., Google, Facebook, direct)
MediumThe channel type (e.g., cpc, email, organic)
CampaignThe campaign name from the UTM parameter
TermThe search term or keyword
ContentThe specific ad or content variation
ReferrerThe page URL where the session originated
Session source categories:
  • CRM UI — manual actions performed by a team member
  • Paid Search — Google Ads and other search ad traffic
  • Paid Social — Facebook, Instagram, and other social ad traffic
  • Organic Search — search engine results
  • Social Media — unpaid social media traffic
  • Referrals — clicks from other websites
  • Direct Traffic — typed URL or no referrer available
  • Others — SMS links, email links, third-party integrations
Accurate attribution relies on UTM parameters being correctly configured in your ad campaigns and tracking scripts being installed on your website. Review your UTM setup guide if attribution data appears incomplete.

​
Audit logs

For a more detailed view of system-level changes — including who changed what field and when — click Audit Logs from the left panel of the contact record. Audit logs show a complete record of every modification made to the contact’s data, with timestamps and the team member responsible for each change.

​
Frequently asked questions

The activity timeline shows the complete history from the moment the contact was created in the system. There is no time limit on how far back the timeline extends.
Activity data can be accessed through the API for reporting purposes. From the UI, the timeline is view-only and does not have a direct export button.
Yes. New events appear in the timeline as they happen. Refresh the activity tab if you expect a recent event to be visible and it has not yet appeared.
Any team member with access to the contact record can view the full activity timeline. Access is controlled by the same data visibility settings that govern the contact record itself.
Last modified on March 5, 2026