We would like to measure the date in which a first call made in Hubspot takes place against when a contact becomes an SQL. Is there an easy way to report on that, or does anyone have thoughts on how I could create a field that shows me the first date a phone call is made?
Hi @EMcGrath,
Out of the box, HubSpot doesn’t offer this, unfortunately. With access to workflows, you could however set this up easily (going forward).
You’d enroll contacts where “Number of times contacted is 1” AND “Contact is associated to activity with Activity type Call”. You’d then set the value of a custom date property to the date of the step.
This would allow you to maintain this date going foward.
Let me know if you have any follow-up questions!
Thanks @karstenkoehler ! Would the Number of times contacts need to be greater or equal to 1, in case they’ve been contacted by other means (i.e. email, sequence, etc…)?
Hi @EMcGrath,
You’re right, good catch. This was me trying to make sure that a second, third, fourth call would not be mistakenly counted as the first one. But correct, yes, that would have to be removed and there wouldn’t be to avoid this. There would be a risk that a second call is then triggering the date stamp. Over time, this problem would solve itself, in the short term you’d have some incorrect data for records that have already been called.
Thanks Karsten- do you recommend leaving out the “Number of Times”
contacted in that case and just driving the workflow based on the Contact
being associated with activity with Activity type Call?
Yes, @EMcGrath, I wouldn’t enroll existing records (they would all get today’s date) and I’d bite the frog, knowing that data will be slightly incorrect in the first weeks and months and will be correct for new contacts.
Bite the Frog is a new saying for me - thanks for that 
Appreciate the suggestions! This is very helpful.
Could’ve sworn it was an actual saying, @EMcGrath, haha. A quick Google search humbled me, so let’s quickly forget about that.
Animals are friends anyway!
@karstenkoehler @EMcGrath
A bit of an alternate suggestion here that won’t be affected by multiple calls coming in.
Create a custom property called “First Connected Call” (make sure it is a Date Picker property)
Then create a workflow with the following setup:
And then set the set the date of “First Connected Call” to “Date of Step”.
This way, it will only trigger on the first call, no matter how often the person has been contacted.
As Karstens suggestion, it unfortunately won’t work retroactively, but if your database is small enough, you could go through and manually update your contacts (I “only” had 73 to update manually)
Hi @karstenkoehler - I implemented this, but I noticed that ‘Number of times contacted’ also includes other activities, eg ‘Logged postal mail’. This means that when a postal mail is logged against the contact, my workflow won’t enroll when the call is logged as ‘Number of times contacted’ won’t equal 1. Can you think of a way around this?