Date of last meeting held/logged

Smart CRM & Sales Hub Dashboards & Reporting
1

I need a company property that tracks how many days it has been since the last meeting was logged. Hubspot’s default last booked meeting date is insufficient because this tracks dates of when meetings are booked, not when they’re actually logged or carried out.
I tried creating a custom property “last completed meeting date” that auto updates using a workflow. When a meeting outcome changes, the “last completed meeting date” for the contact’s primary associated would update to the date of the action carried out. The problem is, this workflow only triggers when a meeting outcome is “changed”. Contacts do not enrol when a meeting is logged and an outcome is first selected.
HubSpot support have been unable to help me. Is there a way to track the date of the last meeting held/logged by company?

2

Hi @JPither,

Here’s what I would do:

  1. Create a contact-based list that filters for contacts associated to meetings where the outcome is completed and the date is less than 0 days ago
  2. Create a contact-based workflow that enrolls contacts based on ‘When filter criteria is met’ > select list membership and the previously created list for re-enrollment
  3. Use ‘Edit record’ to log the date

Best regards!

3

Thanks for the suggestion — I’ve been looking into this and had a question around how it works in practice. If we use a contact-based list that filters for meetings with a completed outcome and a date less than 1 day ago, and then trigger a workflow from that list to update a company property (e.g. “Last Completed Meeting Date”), won’t we run into issues when a contact already belongs to that list?

Since a contact can’t be re-added to the same list unless they temporarily fall out of it, how would the workflow re-trigger when that same contact has another completed meeting in future? Wouldn’t the company’s “Last Completed Meeting Date” stop updating unless we build in something that resets the list condition?

Ideally, what we want is a simple report showing a list of our target accounts and the date of the last completed meeting — not booked — that updates automatically as new meetings take place. So I just want to check whether this approach will support that goal consistently over time, or whether it would break after the first meeting gets logged.

Let me know what you think!

4

@JPither unless you want to include yesterday, it would have to be less than 0 days as that translates into “between last midnight and now”.

Regarding re-enrollment, since a contact will not meet the criteria anymore the moment there is not at least one meeting that was completed since last midnight – which means that contacts will leave the list if their previous meeting moves into the past (before last midnight).

Once their next meeting is completed, they will re-enter the list (and leave again). That’s why list membership can be used as a re-enrollment criterion here.

It would not break after the first meeting. (That would only be the case if a contact stayed on the list – which they don’t.)

5

thanks a lot for this! it’s a really great workaround. Surprised that HS doesn’t easily allow for tracking this data by default.