We have Marketing and Sales Hub Enterprise and Operations Hub Pro.
Hi everyone, I am in the middle of Go-Live with several campuses, and we are moving from Velocify. In Velocify, as the administrator, we never wanted the reps to have the ability to change the status (lead status in HS). So we used an Action to Status format. I have recreated this format using a workflow, and it works great! The ISSUE is that I want to make a report that will allow me to pull in the logs information on this field. The field is called Action, and as you can see below it provides me with everything that I need
How do I find this data to pull into a report? I would prefer this to be in something that I can create using a DataSet, or Custom report as we want HubSpot to be our one and only marketing / admissions system of record to include all reporting.
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
As far as workarounds go, the best option is to view this history on the record itself.
Another option would be using a workflow to append the latest values and a date stamp (and potentially by whom the record was last modified) to a multi-line text property. By appending each value (either at the beginning or end), that multi-line text property becomes a log.
@AA-Ron not that I’m aware of, no. You cannot directly use the HubSpot API to identify who changed a field value on a record. HubSpot does not expose a full field-level audit log via public API endpoints at this time as far as I know.
Last question
What about creating an object associating that with the contact and having the fields written as a new row with the same information from the logs, using a workflow? Then, run a report on that object?
In theory, it sounds plausable
@AA-Ron I still couldn’t think of a way to document reliably who changed the field. The person who last modified the record might not be the same person in edge cases. If that is not a concern, sure!
UPDATE: I ended up creating two date fields and a number field for each aciton (around 30 of them in total) that I wanted to track. In my main action to status workflow, I added logic to tell the system to add the date and increase the count when the actions were fired. I then created reports off of those fields, and it works. Not exactly what I wanted but happy I was able to find a way around this.
