Detecting a Property Update with a Workflow

Smart CRM & Sales Hub CRM
1

Hi,

Is it possible to detect a property update using a Workflow in Hubspot?

I need to get the Date of the Update, What was Updated and the User who updated the Property. The Property is a Custom Property with a multi-select dropdown.

This data will be used to create a report.

Thank you

2

Hi @MSaliba5,

It’s currently not possible to see whether a property was edited by a user (vs a workflow, import, API etc) and it’s also not possible to see who edited (if it was a user). This can likely be achieved with custom code actions in Operations Hub Professional but it’s not possible out of the box.

If you’re fine with documenting when a property was last changed (including its very first original value), you could do the following:

  1. Re-enroll records when [property] is known
  2. Use the ‘Set property value’ workflow action to document the current date in a custom date property

You could then build a report based on the date property, the count of records and the value of the property itself, if needed.

Best regards!