Edit call properties with a workflow

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Hello HubSpot Community,

I’m trying to set up an automation triggered by submissions from playbooks in Sales Hub Enterprise. The goal is to either update the most recent call associated with a contact or alternatively create a new call. However, I’m currently encountering an issue where my workflow updates all calls associated with the contact, rather than only targeting the most recent one.

I have custom properties associated with call records (e.g., “Decision-maker reached”), which is why I can’t simply have the playbook submission create a generic new call without these custom properties being correctly populated.

Is there a way within HubSpot to:

  • Specifically select and update only the most recent call logged to a contact?
  • Or alternatively, create a new call record instead, ensuring custom call properties can still be correctly filled?

Has anyone else tackled a similar issue, or are there specific settings or workarounds I should be aware of?

Thanks a lot in advance for your help!

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Hi @hubspotuser9052,

Unless you can design your automation to be call-based (call-based workflow), this would currently require a custom code action. The ‘Edit record’ workflow action cannot specifically target only the most recent record: Workflows | Custom Code Actions - HubSpot docs

Best regards!

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Thanks, Karsten!