Automatically Fill Custom Object Date Property with Meeting Date

Smart CRM & Sales Hub Account & Settings
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Hi all,

I’ve created a custom object representing the various ‘product features’ we sell to our customers.

Our sales reps log meetings on the company (which represents the buyer’s account) and associates them with the relevant ‘product feature’ objects they discussed. These meetings have custom outcomes such as ‘Progressing,’ ‘Delayed,’ etc.

Each custom object has a property to store the date when a meeting with a specific outcome occurred—for example, the date a rep met with a customer about a specific feature and tagged it as ‘Progressing.’

To populate this property automatically (without requiring reps to enter it manually), I set up a workflow triggered when the ‘product feature’ object enters a list that filters for meetings with a specific outcome. Since HubSpot doesn’t allow re-enrollment based on associated objects, this was my workaround.

The issue is that the workflow captures the date the meeting was logged, not the date the meeting actually occurred. If a sales rep logs all their meetings on a Friday, the workflow fills the date property with Friday’s date—even if the meeting actually took place on Monday.

Is there a way to fill a property with the actual meeting date rather than the logged date? I noticed that call-based workflows now exist, but I haven’t seen anything similar for meetings in the beta features.

Thanks!

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Hi @JForestieri,

I assume you’re using the ‘Edit record’ workflow action to log the date. Instead of setting it to the current date, you can also use a personalization token (‘Choose a date or date property’ instead of ‘Use the date the action completes’).

When you do so, the left sidebar will expand to the right. At the top, use ‘Edit available data’ to add the most recently updated meeting. This lets you access the Activity date of the most recently updated meeting which you can then use as a personalization token for your to-be-updated date property.

Keep in mind that the most recently updated meeting might be a different one – but from what you explained it should be the one that you need.

Best regards!

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Perfect! Thank you once again Karsten, appreciate your help - Absolute Legend!