Filter for if a most recently value of a property is of a certain value.

Smart CRM & Sales Hub CRM
1

Hi all,

I’d like to be able to filter the Lifecycle field to see if it MOST recently contained ONE OF ‘Marketing Qualified Lead’, ‘Sales Accepted Lead’ or ‘Sales Qualified Lead’ (for example).

Salesforce CRM lets you do this. Checked with support and Hubspot does not.

Does anyone have a workaround?

For context, if true, result would mean a contact would go down a particular branch in a workflow.. if MQL most recently, make sure it’s lifecycle is updated to SAL, then SQL, etc. We’re trying to do this to make sure all of our contacts go through all stages in the funnel. Some sneaky contacts are being converted directly into oppotunities in salesforce, and skipping stages which means funnel reporting is not working (they’re not going through all the stages).

Any ideas?

Thanks

BTW: Please upvote my product idea request here: https://community.hubspot.com/t5/HubSpot-Ideas/Filter-Lifecycle-field-for-if-a-most-recently-value-is-of-a/idi-p/1061494#M196854

2

We need this!

3

Hi @AOBrien8,

It is not particularly fun to set this up but you can leverage the “Date entered” contact properties for this.

For example, if all “Date entered” properties are known and all (except, for example, SQL) are before, say, the MQL one, you know that MQL must have been the last one before SQL.

Contact lists support filters for one date being before or after another, so this can be set up using lists. If a contact is them a member of the list above, you could also set a property value based on that on a workflow. With values being potentially also unknown, it’s simply a ton of filters, combinations, and lists to set up. But it’s possible :grimacing:

Alternatively, a custom code action could relatively simply do this - with the help of a developer.

Best regards!