topic Use workflows access a property's history in Tips, Tricks & Best Practices

Use workflows access a property's history

OMueller7 — Fri, 02 Jun 2023 16:28:15 GMT

Hey there,

I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property.

I work in an industry where it's not unusual for a deal to take 3 years to move through our pipeline and have notifications set up to inform me when major changes are made to a deal's close date (new close date is 30+ days away from the initial close date), so I can see if I need to update/make a note of this on any forecast reports.

When I get these notifications however, I can't see what the close date has been changed from (other than the initial close date) without going onto the deal's page and manually viewing the close date's property history. Is it possible to create a custom property that were to equal what the close date was changed from (i.e. copy the 2nd most recent value in the property's history to a new property)?

Any insights on this or any workarounds would be much appreciated, cheers!

Re: Use workflows access a property's history

Mike_Eastwood — Sun, 04 Jun 2023 22:53:05 GMT

Hi @OMueller7

You could exctract the details from Deals through the HubSpot APIs, and you can access property history.

Set the propertiesWithHistory to retreive the data you want e.g. closedate

To connect this to a Workflow you would need to use Ops Hub or a Webhook (depending on what tools you have access to) to call the API and get the Property History. Then you can save the data to a Custom Property.

Apologies if this is a bit geeky, let me know if you need this translating into English.

Mike

Re: Use workflows access a property's history

OMueller7 — Mon, 05 Jun 2023 14:51:00 GMT

Thanks Mike! I figured this was possible via the API, will have to give this a try.

Re: Use workflows access a property's history

CSexton1 — Sun, 18 Feb 2024 05:25:27 GMT

Did you ever get this built/are you willing to share code on how you pulled the history?

Re: Use workflows access a property's history

SFoltz88 — Mon, 13 May 2024 18:48:40 GMT

I would also like an update to know if you were ever able to do this an what the code was that you used? I'm also trying to extract property history.