Automatically Associate Contact on CTA with Timeline Activities

Hi Team,

I wanted to share a product enhancement request based on a workflow challenge our team is currently facing, and gather feedback from others who may be operating in a similar model.
 

Our team frequently operates in a many-to-one engagement model (e.g., classes, webinars, and multi-stakeholder interactions). In these scenarios, CSMs need to log a single interaction across multiple contacts efficiently.

Today, when creating Activities or CTAs, contacts must be added manually one at a time via the search dropdown. There is no native capability to carry over a multi-select group of contacts (for example, from the People List view) directly into an Activity or CTA.

This introduces friction in a few key areas:

• Efficiency loss: Repetitive manual entry increases time spent on administrative work
• Data quality risk: Higher likelihood of missing contacts or incomplete logging
• Accessibility concerns: Repetitive actions can create ergonomic strain over time

Proposed Enhancement
It would be highly valuable to enable functionality where users can:

• Select multiple contacts from the People List view
• Create an Activity or CTA
• Automatically associate all selected contacts to that record

This would align well with how many Customer Success teams are scaling digital and pooled CSM models, and would significantly improve usability for high-volume workflows.

Business Impact
From a Customer Success perspective, this enhancement would:

• Reduce administrative overhead for CSMs
• Improve completeness and accuracy of engagement data
• Support scalable engagement models more effectively
• Address accessibility considerations for repetitive tasks

Additional Context for Product Team

• This request is particularly important for teams managing group interactions at scale
• Time savings could be substantial when multiplied across daily workflows
• Engagement tracking is critical for downstream reporting (health scores, activity tracking, etc.), which increases the importance of accurate and complete data capture