Hey everyone - wanted to share something I set up tapping into a new feature that’s still in beta I believe: the ability to calculate the difference between two datetime properties.
My goal is to monitor the average amount of time between owner assigned datetime and first contacted datetime so we can see which teams are doing the best at reaching out to new leads in a timely manner.
Here’s how I accomplished this:
- Create custom property for “First contacted” as a datetime property through the API. Set that with a workflow that enrolls when “last contacted is known” and then copies the value from Last contacted to First contacted. The idea now is that we won’t update First contacted again, while Last contacted will continue to change.
- Create custom property for “Time between owner assignment and first contacted” as a calculated property type using the “Time Between” calculation.
This is a beta feature right now, so you may not see that option yet.
- Create a custom number property for “Time Before First Contact” and set that with a workflow that enrolls when “Time between owner assignment and first contacted is known” and then copies the value from that calculated property to our new number property.
Doing this ensures that your property for “Time Before First Contact” stays static, because the calculated value will change if the contact gets reassigned.
- By default, the time between calculation displays in milliseconds (something they are working on changing I think). To make it more useful in reporting right now, I created two additional calculated properties that converted “Time Before First Contact” from milliseconds to minutes (divide by 60,000) and hours (divide by 3,600,000).
- Create a custom report that displays HubSpot team by Time Before First Contact (average). In my case I used the minutes version, and I also added columns for minimum and maximum values. Here’s a screenshot of what that looks like on a dashboard.
As you can see, there are a few things to still look into like the min value of 0.1 minutes, but overall I think this will open up a lot of options for creating properties to use for reporting and workflow enrollment criteria.
Notes about filters: I am only including contacts with owner assigned in the past 7 days, but I’ll expand that as this continues to run and store the value. I also am only showing our leads with an online original source, not for offline or self-generated leads.