How to Set a Property to the Earliest Activity Date in a Workflow?

Smart CRM & Sales Hub CRM
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Hi everyone,

I’m trying to set a property that I created in HubSpot to the earliest date when a contact completes any of a list of activities.

The activities include:

• Meetings (with ‘Completed’ outcome)

• Calls (with ‘Completed’ status)

• Email replies (when ‘Number of Email Replies’ is known)

• Form submissions

• Certain event attendance or registrations

• Newsletter subscriptions

• Deal associations

I have attached my current workflow, the results it’s giving me is the date that the workflow gets turned on and what I want is the date the activity took place within the contacts.

Is there a way to achieve this in HubSpot, either with workflows, reports, or another method?

Thanks in advance for your help!

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Hi @DDias28,

This is expected behavior, the date stamp will log the date when the action is executed. It is unfortunately not possible to copy the earliest of the referenced enrollment triggers directly and simply copy that earliest date into a date property.

This could be achieved with custom code actions in workflows, which would require an Operations Hub Professional or Enterprise subscription and working with the HubSpot API: Workflows | Custom Code Actions - HubSpot docs

With the default features in workflows, you would have to accept that you’ll only be able to capture this information from now on, not retroactively.

Best regards