Activity Section
The Activity section on a contact record is a real-time, chronological log of every trackable event associated with that contact. Rather than a flat list, events are grouped by date (“Today”, “Yesterday”, and earlier dates) and displayed as individual clickable cards that show the event type, timestamp, and source or campaign context.
What the Activity section shows
Section titled “What the Activity section shows”Each event card displays:
- Title — the name or type of the event
- Timestamp — exact date and time the event occurred
- Campaign or source label — where the activity originated (e.g., a specific workflow, form, or ad)
- Link icon — click to jump directly to the related resource (form submission, conversation, appointment, etc.)
Events are grouped under date headings so you can quickly scan what happened today, what happened yesterday, and how far back the relationship goes.
Tracked event types
Section titled “Tracked event types”Contact events
Section titled “Contact events”| Event | What it captures |
|---|---|
| Contact Created | When the contact record was first created |
| Appointment | Scheduled appointment activity |
| Call | Inbound or outbound calls |
| Page Visit | Website page visits tracked via your tracking pixel |
| Trigger Link | Clicks on tracked trigger links |
| One-Step Contact Form | Submissions from one-step contact forms |
| Two-Step Contact Form | Submissions from two-step contact forms |
| One-Step Payment | One-step payment form completions |
| Two-Step Payment | Two-step payment form completions |
| Form Submission | General form submissions |
| Survey | Survey responses |
| Quiz | Quiz completions |
| Facebook Lead Form | Facebook lead ad submissions |
| LinkedIn Lead Form | LinkedIn lead gen form submissions |
| Chat Widget Form | Chat widget form submissions |
How to access the Activity section
Section titled “How to access the Activity section”
- Go to Contacts and click any contact to open their record.
- In the right panel, select the Activities tab.
Each event card is clickable — click the title or the link icon on a card to open the full details of that event, such as the specific form submission or the conversation it belongs to.
Why the Activity section is useful
Section titled “Why the Activity section is useful”- No more piecing together history — instead of checking conversations, appointments, and form submissions separately, everything is in one place.
- Source attribution at a glance — campaign and source labels on each card show exactly which campaign or form drove the interaction.
- Direct links to context — clicking the link icon on a card takes you straight to the relevant record, saving navigation time.
- Real-time updates — new events appear as they happen; you don’t need to refresh.