topic 'Entered Stage Date' internal value in Tips, Tricks & Best Practices

'Entered Stage Date' internal value

JPairis — Tue, 03 Oct 2023 11:18:00 GMT

Hi community gang,

I'd like get the deal data 'Entered Stage Date' as is available in the report builder, but I can't find the internal name.

The goal is to see if I can extract the information from this 'property' by API calling, as it frustrates me quite a bit that it's not regularly accessible!

Thanks!

Re: 'Entered Stage Date' internal value

TomM2 — Tue, 03 Oct 2023 12:56:28 GMT

Hey @JPairis there's a great post here from Karsten which should help you find the info your need!

Re: 'Entered Stage Date' internal value

JPairis — Wed, 04 Oct 2023 07:26:47 GMT

Hi @TomM2 ,

Thank you for the quick reply.

The steps Karstan describes are already done, and the reports in HubSpot that use 'Entered Stage Date' are fine.

However, I'd like to do some more with requires extracting the 'Entered Stage Date' data from a particular deal. In an ideal world, I'd go to the workflow section and it would be done.

But unfortuatly, 'Entered Stage Date' is no where to be found in the system. Therefore, I was hoping that the API would be my solution, and therefore I would need to know the 'Entered Stage Date' internal name 🙂

Re: 'Entered Stage Date' internal value

TomM2 — Wed, 04 Oct 2023 10:31:39 GMT

Hey @JPairis there's no api to pull this, however you could add these to a custom property if you have workflows. You can set a workflow for each stage, and set the enrollment criteria to be a deal going into the deal stage. Then you can populate the custom property with that date.

For example, you could have "enroll deal when the deal stage is in progress"

The step in that workflow would then be "set date property 'entered in progress' to today". You could do that for each stage and you'll always have a custom property you can export or use however you like with the exact date they became that deal stage.

Re: 'Entered Stage Date' internal value

JPairis — Wed, 04 Oct 2023 12:08:10 GMT

Thanks @TomM2, appreaciate your help but that would be manageble for small pipelines.

Our setup is a bit more complex and also a nightmare in terms of governance if the flow needed to be changed.

And besides the above the biggest draw back is that we can't backfill the info.

I just cant get my head around the fact that part of our data is just clocked by HubSpot.
Thanks again for your help, and I've submitted this as a suggestion