Automatically update the last sales inbound activity - Workflow issue

Smart CRM & Sales Hub CRM
1

Hello everyone,

we would like to have a field on company overview that automatically tracks and updated the last inbound activity (incoming call, email or meeting) I have set it up as follows:

1. Created a property:

-navigated to setting → Objects → Companies

-created a new property named Last Inbound Activity

-object type: company; group: company activity

-field type: date picker

2. Created a Workflow:

-Went to workflows → create workflow → named it "Track last sales inbound activity

-Trigger: the company is enrolled when any of the following conditions are met:

- Activity → Call → Direction = inbound

- Activity → Email → Direction = Incoming

- Activity → Meeting → Event = completed

-Added an action:

- edit Record → Company → Property: Last sales inbound activity

- use date: wehen the action was completed

Issue:

the workflow does not update the property with the date of the last activity but instead always sets it to the time the workflow runs.

Question:

did I make a mistake in the workflow logic? How should I adjust the workflow to ensure it captures the actual date of the last inbound activity?

Additionally, would anyone be able to provide me with a step-by-step guide or explanation on how to set this up correctly? I would really appreciate detailed instructions so I can make sure everything works as expected.

Thanks a lot for your help!

Lovely regards

Mandy

2

Hey @MFuchs, Happy Monday!

Currently, what is happening is that the workflow sets the date to when it runs, rather than the actual activity date. To fix this, use the “Copy Property Value” action instead of setting a static date.

Copy the “Activity Date” from the inbound activity to the “Last Sales Inbound Activity” property.

This will ensure the field updates correctly.

Kindly,

Pam

3

Hey @PamCotton, thank you for your reply :). How do I do that exactly?:see_no_evil_monkey: Sorry I’m a beginner in Hubspot

4

Hey @MFuchs,

To copy the “Activity Date” to the “Last Sales Inbound Activity” property in your workflow:

- In your workflow, add an action. (More information here)

- Select “Copy Property Value”.

- Choose “Activity Date” as the property to copy from.

- Select “Last Sales Inbound Activity” as the property to copy to.

- Save and turn on the workflow.

This will ensure that the correct date is recorded.

Kindly,

Pam