What This Is
The Connected Activities report brings recorded sales activities, opportunity information, and uploaded activities into a single view.
Unlike Account Engagement and Contact Engagement, which help summarize engagement at the company or contact level, Connected Activities lets you review individual activity records and their available details.
Use this report to investigate the activities associated with your campaigns, review sales and opportunity interactions, and compare activity across different periods.
Each row represents an activity record, not a unique account or contact. Multiple activities may be associated with the same company or person.
Where to Find It
- Open Reporting in your Propensity workspace
- Navigate to ABM Engagement
- Select Connected Activities
You can also access the report through the GTM Engine -> Analytics report library.
When to Use This
Use Connected Activities when you want to:
- Review sales activities associated with your marketing efforts
- Find recorded opportunity creation or won-opportunity activity
- Review activities uploaded or made available through connected data
- Investigate individual activity records associated with a campaign
- Export activity details for further analysis
The report is particularly useful when you need to examine the underlying activity records rather than aggregated engagement metrics.
Filter and Review Connected Activities
The report includes filters for activity type, campaign, and engagement date.
How to Apply Filters
- Open Connected Activities
- Click Filters
- Select one or more Engagement Types
- Choose the relevant Campaigns, or leave All Engagement selected to avoid restricting results to a specific campaign
- Set the Engagement Date range for the period you want to review
- Click Filter to apply your selections
After applying the filters, use the table's search, column sorting, and pagination controls to explore the matching activities.
Click Clear to reset the filters and start another review.
Available Engagement Types
The Engagement Type filter provides the following options:
| Engagement Type | Description |
|---|---|
| Sales Activities | Recorded sales interactions available from connected data |
| Created Opportunities | Records associated with opportunity creation |
| Won Opportunities | Records associated with won opportunities |
| Uploaded Activities | Activities available through uploaded activity data |
You can select multiple engagement types to review them together.
Custom engagement types
If your data contains additional activity types, you can also enter a custom keyword in the Engagement Type filter and click Add.
This allows you to filter for activity types represented in your custom data.
The activities available in the report depend on the information provided by your connected and uploaded sources.
Read the Activity Results
Connected Activities displays individual activity records in a table.
The available columns provide information about the activity, its associated account or contact, and any relevant opportunity details.
Column |
Description |
|---|---|
| Website | Website or domain associated with the account |
| Engagement Type | General category or source of the recorded activity, such as Salesforce Activities |
| Activity Type | Specific type of interaction, such as a call |
| Subject / Details | Description or subject of the recorded activity |
| Contact Email | Email address of the associated contact, when available |
| CRM Contact ID | Identifier of the associated contact in the connected CRM |
| Engagement Date | Date when the activity occurred |
| Opportunity Stage | Stage of the associated opportunity, when applicable |
| Amount | Recorded opportunity amount, when available |
| Won | Indicates whether the associated opportunity is marked as won |
| Campaign ID | Identifier of the associated campaign |
| Source Record ID | Identifier of the activity in its source data |
| As Of Date | Reference date associated with the activity record in the report |
The report brings together different kinds of activities, so not every column applies to every row.
For example, a recorded sales activity may include a subject and contact information without having an associated opportunity amount or stage.
Similarly, opportunity-related records may contain details that are not available for other activity types.
Blank or unavailable fields do not necessarily indicate a problem. They may simply mean that the information does not apply to the selected activity.
Activity records vs. account totals
One account may appear in several rows if multiple activities are associated with it.
For this reason, the number of matching rows should not be interpreted as the number of unique accounts, contacts, or opportunities.
Use the Account Engagement and Contact Engagement reports when you need broader engagement summaries.
Exporting Activities
Connected Activities includes a CSV download option for reviewing data outside Propensity.
To export activities:
- Apply the engagement type, campaign, and date filters you want to use
- Optionally use the table search or column sorting controls to refine the results
- Click the download icon to request a CSV export
The export uses the selected filters, table search, and sort order rather than only the records displayed on the current page.
When comparing exports, use consistent filters and date ranges.
If the export cannot be completed, try narrowing the campaign selection or date range before requesting it again.